Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Capitola
20yrs
Based in Capitola, California, Jason Braley is a financial advisor with 20 years of industry experience. Jason has been with Osaic Wealth since 2024; before that, Jason spent seven years at Securities America Advisors. Jason holds the CFP® designation.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office521 Capitola Ave, Capitola, CA 95010
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2024Securities America Advisors, Inc.Previously
Questions to ask Jason
Tailored to Jason’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jason
How do I contact Jason?
Call Osaic Wealth at 800-821-5100 and ask for Jason Braley. Jason works from the Capitola, CA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Jason hold?
Series 63. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jason paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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