AJ

Aaron Daniel Jones

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

110 4th AVENUE NE, Hutchinson, MN, 55350

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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 ActivitiesSells Insurance

Aaron works as an agent for North Star Consultants, Inc & North Star Brokerage, selling fixed insurance since 2011. This takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2025 - Present · 8 mos
Osaic Wealth, INC. Broker
March 2025 - Present · 10 mos
Previous Registrations
Cri Securities, LLC
January 2014 - June 2019 · 5 yrs 5 mos
Securian Financial Services, INC.
January 2014 - June 2019 · 5 yrs 5 mos
Cri Securities, LLCBroker
July 2000 - June 2019 · 18 yrs 11 mos
Securian Financial Services, INC.Broker
July 2000 - June 2019 · 18 yrs 11 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.