AB
CFP · ChFC
AB
CFP · ChFC

Aaron Cole Black

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22592 advisors
Number of Clients
3,743,795 clients
Average Client Portfolio
$220K average
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

600 N Broad Street, Lancaster, OH, 43130

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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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Employment History
Current Registrations
Edward Jones
August 2024 - Present · 1 yr 6 mos
Edward JonesBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2014 - June 2024 · 10 yrs 5 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Cole Black - Financial Advisor | TrueAdvisor