AJ
AJ

Aaron Jackson

9 Years of Experience
Scottsdale, AZ
Broker

Aaron Jackson is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 9 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, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8601 N Scottsdale Rd Ste 150, [Tl-Rbo], Scottsdale, AZ, 85253

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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 an Arizona Notary Public, notarizing documents. This activity is not investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
State Registrations3 states
AZCAFL
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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