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

2345 Washington Street, Suite 101, Newton, MA, 02462

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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 advisor for North Atlantic Investment Partners, LLC, a DBA/Support Company. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
July 2020 - September 2024 · 4 yrs 2 mos
Edward Jones Broker
May 2020 - September 2024 · 4 yrs 4 mos
State Registrations14 states
CACTFLGALAMAMENCNHNJNYRISCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.