Edward
Jaax

Tactive Advisors, LLC

CRD#5795958
Investment Advisor
in Jacksonville, FL

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About this Advisor

Edward Jaax is a financial advisor based in Jacksonville, Florida, working with Tactive Advisors, LLC. Edward has previously held positions at Cetera Advisor Networks LLC, One Advocate Group, Capital Management Services, Inc, Aspect Wealth Management, and Strategy Marketplace LLC. Edward has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Edward is part of Tactive Advisors, LLC, which operates out of Jacksonville, Florida. The firm has 13 offices and 5 employees. The firm manages assets totaling $405.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tactive Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7400 Baymeadows Way Suite 300
Jacksonville, FL 32256

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$405,807,898

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

1,200

FL Average: 2,474
Average Account Size

$338,173

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Edward Jaax Work History

2021 - Present (4 years)

Strategy Marketplace LLC

2020 - Present (5 years)

Capital Management Services, Inc

2018 - 2019 (1 year)

One Advocate Group

2013 - 2018 (5 years)

Cetera Advisor Networks LLC

2010 - 2018 (8 years)

Aspect Wealth Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Edward Jaax to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tactive Advisors, LLC

Paul Seto
Oceanside, CA
Joseph Gissy
Jacksonville, FL
Giovanni Cuarez
Los Angeles, CA
Blaine Vose
Las Vegas, NV
Richard Dwyer
Jacksonville, FL
Jon Lee
Jacksonville, FL
Jeffrey Mount
Jacksonville, FL
Edward Jaax
Jacksonville, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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