AW
CFP
AW
CFP

Aron Weingard

10 Years of Experience
Boca Raton, FL
Broker

Aron Weingard is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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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

Aron volunteers as a counselor for Experience Camps and serves on its Board of Directors, dedicating minimal time. He also participates in the South Palm Beach County Collaborative Law Group and is the Co-Chair of the JAFCO Annual Networking Breakfast, each requiring minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2015 - Present · 10 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2015 - Present · 11 yrs 1 mo
State Registrations25 states
AZCACOCTFLGAILMAMDMEMIMOMTNCNJNVNYORPARISCTXUTVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.