AJ
AJ

Aaron T Jasper

19 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

807-A Camarillo Springs Road, Camarillo, CA, 93012

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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 Activities

Aaron is the trustee of several family trusts and owner/managing member of Aaron Jasper Single Family Trust Company, LLC since 2016. He is also a manager at Tamalindowthurst Investments, LLC, a financial, management, and consulting company, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Mutual Advisors, LLC
April 2015 - Present · 10 yrs 10 mos
Mutual Securities, INC.Broker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
National Financial Services LLCBroker
May 2006 - January 2015 · 8 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.