Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
6151 advisors
Number of Clients
481,566 clients
Average Client Portfolio
$716K average
Assets Under Management
$344.9B

Fee Structure

Minimum Investment:$25K

RJFSA offers wrap fee programs where you pay a single asset-based fee for advisory and brokerage services. This fee includes compensation to RJFSA, your IAR, RJFS, and RJA. The maximum advisory fee for the Ambassador Account program is 2.25%. Other fees may be applicable. Accounts below the minimum may be accepted based on individual circumstances. Please refer to the 'Additional Expenses' section for more details.

Areas of Practice
Investment Management
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Advisor Information

Office location

8555 Executive Wood Drive, Suite 400, Lincoln, NE, 68512

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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 Activities

Aaron is an independent contractor and business owner for both Aaron W Petersan, LLC and Focus Financial, LLC. He works as a financial advisor and branch manager, dedicating about half his time to each business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2019 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
November 2019 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2019 · 10 yrs 5 mos
Morgan Stanley Broker
June 2009 - November 2019 · 10 yrs 5 mos
Citigroup Global Markets INC.
February 2002 - June 2009 · 7 yrs 4 mos
Citigroup Global Markets INC. Broker
November 2001 - June 2009 · 7 yrs 7 mos
UBS Painewebber INC. Broker
September 2000 - December 2001 · 1 yr 3 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.