AF
AF

Aaron Frimpong

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12332 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

8181 Communications Pkwy, Bldg A, Plano, TX, 75024

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron works as an employee/contractor for Ashanti Print Works dba Urban Works Clothing, involved in garment printing, customization, and apparel design since 2017. This takes about 10-20% of Aaron's time, including 20 hours during securities trading hours.

Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2022 - Present · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.Broker
May 2020 - December 2021 · 1 yr 7 mos
Charles Schwab & CO., INC.
May 2020 - December 2021 · 1 yr 7 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Planning Services
August 2016 - January 2018 · 1 yr 5 mos
USAA Financial Advisors, INC.Broker
February 2014 - May 2020 · 6 yrs 3 mos
Nylife Securities LLCBroker
October 2007 - January 2014 · 6 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.