Jason Duffaut is a CFP-designated registered investment advisor, based in Austin, TX, with 24 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a producer at Mission Financial Planners, an agent at Mission Insurance Planners, and the owner of Broadway Insurance Agency, LLC, all while working as a financial advisor at Kestra Advisory Services. These activities involve investment advisory services and insurance-related tasks, taking up a few hours per week.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Heritage Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
NFP Securities, INC.
NFP Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
First Allied Securities, INC.Broker
Asset Planning Solutions, INC.Broker
Cal Fed InvestmentsBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.