Jason David Branch
Investment adviser representative at Avid Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$298.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Avid Wealth Partners, LLCJun 2026 to now
- United States Air ForceJun 2015 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avid Wealth Partners, LLC
$298.5MAssets managed
246Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8235887
- Firm CRD
- 323124