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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Edward Jason Jaax

Advisor at TACTIVE ADVISORS, LLC

SARASOTA, FL | Fair Oaks Ranch, TX

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Search this name across graphsid dfx:ria:e4dbad4e-3aa0-4546-6a2c-d70d9357cc89

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2010 to Sep 15, 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: TACTIVE ADVISORS, 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: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 30, 2010
First registration: Jul 15, 2010
Dual registered: no
Other names: E. J. JAAX|EDWARD JAAX
IAPD individual key: 5795958

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
TACTIVE ADVISORS, LLC	Independent wealth	Mar 24, 2022	n/a	yes	SARASOTA, FL\|Fair Oaks Ranch, TX	Current employment
CAPITAL MANAGEMENT SERVICES, INC.	Independent wealth	Dec 11, 2019	Dec 13, 2022	no	Fair Oaks, TX\|San Antonio, TX\|MANCHESTER, MO	Previous registration
ONE ADVOCATE GROUP	Former SEC adviser	Mar 19, 2018	Dec 31, 2019	no	San Antonio, TX	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jul 15, 2010	Mar 20, 2018	no	FAIR OAKS, TX\|SAN ANTONIO, TX\|SAN ANTONIO, 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
CAPITAL MANAGEMENT SERVICES, INC.	TACTIVE ADVISORS, LLC	Dec 13, 2022	Mar 24, 2022	-264	Firm change after gap	RIA to RIA
ONE ADVOCATE GROUP	CAPITAL MANAGEMENT SERVICES, INC.	Dec 31, 2019	Dec 11, 2019	-20	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	ONE ADVOCATE GROUP	Mar 20, 2018	Mar 19, 2018	-1	Firm change	Other

Relationships

Registered with (4)

→ TACTIVE ADVISORS, LLCRegistered adviserregistration: current employment
Mar 24, 2022 to presentfactForm ADV
→ CAPITAL MANAGEMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 11, 2019 to Dec 13, 2022factForm ADV
→ ONE ADVOCATE GROUPRegistered adviserregistration: previous registration
Mar 19, 2018 to Dec 31, 2019factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jul 15, 2010 to Mar 20, 2018factForm ADV

Dated events

Occurred
Dec 13, 2022
Advisor changed firm
Edward Jason Jaax left Capital Management Services, Inc. for Tactive Advisors, Llc (registered 2022-03-24)
Form ADVobserved 4 days ago