Jason David Branch
Investment Adviser Representative at AVID Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason David Branch is an investment adviser representative with AVID Wealth Partners, LLC in San Antonio, TX, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AVID Wealth Partners, LLCJun 2026 – no end date reportedSan Antonio, TX
- United States Air ForceFeb 2022 – Mar 2026San Antonio, TX
- United States Air ForceJun 2015 – Feb 2022San Antonio, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About AVID Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Integrated Wealth Strategy, Tax Strategy & Optimization, Business Planning & Strategy, Tax-Smart Comprehensive Financial Planning, Tax-Aware Wealth Management, Institutional Wealth Leveraging & Private Bank Lending Solutions, Retirement Distribution Planning, Wealth and Business Transfer Strategies, Asset Protection & Risk Management, and investment management, financial planning, retirement planning, and insurance planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126678
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 11, 2026
View full firm profileOther advisors at AVID Wealth Partners, LLC
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason David Branch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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