AK
CFP
AK
CFP

Aaron Paul Karas

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
566 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$932.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aaron is a board member for Legacy The School of Sport Sciences, dedicating minimal time. He is also the sole owner and consultant for QB1 Advisors, providing financial planning, investment management, and talent services to professional athletes, taking about 10-20% of his time.

Employment History
Current Registrations
Insight Wealth Strategies, LLC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Mutual Securities, INC.Broker
April 2018 - December 2019 · 1 yr 8 mos
Lincoln Financial Advisors Corporation
September 2015 - May 2018 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
September 2015 - May 2018 · 2 yrs 8 mos
Wells Fargo Advisors, LLC
March 2013 - September 2015 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
March 2013 - September 2015 · 2 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - February 2013 · 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2013 · 4 mos
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
AXA Advisors, LLC
October 2008 - April 2009 · 6 mos
AXA Advisors, LLCBroker
February 2008 - April 2009 · 1 yr 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.