Aaron T Peabody
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
200 Crow Canyon Place, Suite 450, San Ramon, CA, 94583
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a broker/agent for fixed insurance products since 2009, dedicating minimal time to this activity. He is also an independent contractor and financial advisor for Summit Financial Group, spending about a quarter to half of his time, with significant time during trading hours, and is part of their leadership team.