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Aaron Jordan Freedman

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3632 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Financial Plan Fee:$1,000 - $20,000

Fees for RBC Financial Planning Services are negotiated and range from $1,000 to $20,000, but may exceed $20,000 in certain cases. The fees cover advice, development, and delivery of a financial plan. Fees are negotiable and may differ from client to client based on factors such as the service selected, scope of engagement, complexity, assets involved, and the extent that other RBC Specialists are engaged. Your Financial Advisor receives a percentage of the financial planning fees you pay.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
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Advisor Information

Office location

Mountain Lakes, NJ

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
May 2024 - Present · 1 yr 8 mos
RBC Capital Markets, LLC Broker
May 2024 - Present · 1 yr 8 mos
RBC Capital Markets, LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Janney Montgomery Scott LLC Broker
May 2016 - May 2024 · 8 yrs
Janney Montgomery Scott LLC
May 2016 - May 2024 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - May 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2012 - May 2016 · 3 yrs 9 mos
Morgan Stanley Smith Barney LLC
May 2010 - December 2011 · 1 yr 7 mos
Morgan Stanley Smith Barney Broker
April 2010 - September 2012 · 2 yrs 5 mos
State Registrations30 states
AKAZCACOCTDCFLGAKSKYLAMAMDMEMSNCNENHNJNVNYORPARITNTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Jordan Freedman - Financial Advisor | AdvisorDiscover