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Aaron Jasper

Mutual Advisors, LLC
20 Years of Experience
Camarillo, CA
Broker
View SEC Summary
View SEC Summary

Aaron Jasper is a registered investment advisor at Mutual Advisors, LLC, based in Camarillo, CA, with 20 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 11 yrs 6 mos
Mutual Securities, INC.Broker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
National Financial Services LLCBroker
May 2006 - January 2015 · 8 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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