Aaron Ogea is a CFP-designated registered investment advisor at Edward Jones, based in New Iberia, LA, with 24 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
201 Fulton St, New Iberia, LA, 70560
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2017Customer Dispute
December 2014Customer Dispute
May 2012Other Business Activities
Aaron works as a stylist for J. Hilburn, a clothing company, and manages Cape Holdings and Mo Betta Holdings, both real estate companies. These activities require minimal time commitment from Aaron.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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