AC

Aaron Chase Carlisle

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22592 advisors
Number of Clients
3,743,795 clients
Average Client Portfolio
$220K average
Assets Under Management
$825.0B

Fee Structure

This document describes Edward Jones' Investment Advisory Program (IAP). Fees are asset-based, meaning you'll pay a percentage of the assets managed in your account. The specific fee structure is not detailed in this excerpt. Contact your financial advisor or visit edwardjones.com/advisorybrochures for more information on fees and minimum investment requirements.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

123 Main Street., Evansville, IN, 47708

Get directions
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.

Learn about disclosures →
Other Business Activities

Aaron has two DBAs for his LPL business: Old National Investments (since 1/2023) and Old National Wealth Advisors (since 12/2024). Both are investment-related and conducted at his reported business location.

Employment History
Current Registrations
Edward Jones Broker
July 2025 - Present · 6 mos
Edward Jones
July 2025 - Present · 6 mos
Previous Registrations
LPL Financial LLC
March 2023 - July 2025 · 2 yrs 4 mos
LPL Financial LLC Broker
February 2023 - July 2025 · 2 yrs 5 mos
State Registrations21 states
ARAZCACOFLIAILINKYLAMOMTNCNYOHPASCTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Chase Carlisle - Financial Advisor | AdvisorDiscover