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RIA / WealthAdvisorCertified Financial Planner18 years in industry

AARON PAUL KARAS

Advisor at INSIGHT WEALTH STRATEGIES, LLC

San Ramon, CA

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Search this name across graphsid dfx:ria:6c9df744-a046-4f0a-dfe5-56140667c84d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INSIGHT WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 12, 2008
First registration: Oct 31, 2008
Dual registered: no
IAPD individual key: 5302655

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSIGHT WEALTH STRATEGIES, LLC	Independent wealth	Apr 27, 2018	n/a	yes	San Ramon, CA	Current employment
OSAIC FA, INC.	Former SEC adviser	Sep 30, 2015	May 9, 2018	no	HOUSTON, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 18, 2013	Sep 28, 2015	no	HOUSTON, TX\|THE WOODLANDS, TX\|THE WOODLANDS, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Feb 21, 2013	no	HOUSTON, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 16, 2009	Oct 1, 2012	no	HOUSTON, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 31, 2008	Apr 17, 2009	no	THE WOODLANDS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	INSIGHT WEALTH STRATEGIES, LLC	May 9, 2018	Apr 27, 2018	-12	Firm change	Ibd to new firm
WELLS FARGO ADVISORS	OSAIC FA, INC.	Sep 28, 2015	Sep 30, 2015	2	Firm change	Other
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Feb 21, 2013	Mar 18, 2013	25	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	CHASE INVESTMENT SERVICES CORP.	Apr 17, 2009	Oct 16, 2009	182	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
3978:293644:TX:2018-05-02	May 9, 2018	Apr 27, 2018	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ INSIGHT WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Apr 27, 2018 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 30, 2015 to May 9, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 18, 2013 to Sep 28, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Feb 21, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 16, 2009 to Oct 1, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 31, 2008 to Apr 17, 2009factForm ADV

Dated events

No dated event names this entity yet.