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Aaron Timothy Nelson

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1317 Rt 73, Suite 107, Mt. Laurel, NJ, 08054

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History

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 ActivitiesSells Insurance

Aaron is a partner at Evesham Capital Management, providing employee benefits and insurance consulting, and serving as an RIA and licensed insurance agent. He also serves as an Executive Officer for Oaks Integrated Care Services and a Commissioner for the Delaware River Port Authority, dedicating a few hours per week to each.

Employment History
Current Registrations
Osaic Wealth, INC.
February 2025 - Present · 1 yr
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Securities America, INC.Broker
September 2020 - June 2024 · 3 yrs 9 mos
Evesham Capital Management
May 2003 - June 2025 · 22 yrs 1 mo
Securities Service Network, LLCBroker
January 1996 - September 2020 · 24 yrs 8 mos
Washington Square Securities, INC.Broker
October 1995 - January 1996 · 3 mos
Reliastar Financial Marketing CORP.Broker
June 1995 - October 1995 · 4 mos
Metlife Securities INC.Broker
April 1992 - October 1994 · 2 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
April 1992 - October 1994 · 2 yrs 6 mos
State Registrations18 states
CACODEFLGAILKSMAMDNCNJNYPASCTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.