Jerome Aron
Jerome Aron is a registered investment advisor at LPL Financial LLC, based in Agoura, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
30423 Canwood St. #124,, Agoura, CA, 91301
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Jerome operates under the DBA Signet Strategic Wealth Management for his LPL business since 2020 and owns rental real estate since 2015. He also provides college prep services and is an insurance agent selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Southwest Securities, INC.Broker
M.L. Stern & CO., LLC.Broker
State Registrations11 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.