Aaron Werner
Aaron Werner is a registered investment advisor at Raymond James & Associates, INC., based in Pasadena, CA, with 21 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
301 North Lake Avenue, Suite 1150, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Aaron is the co-trustee of his in-laws' irrevocable life insurance trust, ensuring the policy premium is paid annually. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Stonnington Group, LLC
Stonnington Group, LLCBroker
Heritage Fund Distributors INC.Broker
Raymond James & Associates, INC.Broker
State Registrations22 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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