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

Corning, NY

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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 works as a financial advisor for RJFS through Corning Credit Union, dedicating about half of his time to this role. He also works as a financial advisor for Wealth Strategies/CCU Wealth Strategies, a support company, dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2015 - Present · 10 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Uvest Financial Services Group, INC.Broker
July 2004 - June 2011 · 6 yrs 11 mos
State Registrations14 states
CADEFLGALAMAMDNCNHNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.