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AJ
CFP
AJ
CFP

Aaron Johnson

Silver Oak Securities, INC.
5 Years of Experience
Brentwood, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Johnson is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Brentwood, TN, with 5 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, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

205 Powell Place, Suite 118, Brentwood, TN, 37027

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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 ActivitiesSells Insurance

Aaron sells fixed insurance and annuity products, as well as other types of life insurance, as a financial professional. This activity takes about 10-20% of his time, including during trading hours.

Employment History
Current Registrations
Silver Oak Securities, INC.
May 2025 - Present · 1 yr 5 mos
Silver Oak Securities, IncorporatedBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Equitable Advisors, LLC
July 2021 - May 2025 · 3 yrs 10 mos
Equitable Advisors, LLCBroker
January 2021 - May 2025 · 4 yrs 4 mos
State Registrations7 states
ILINKYMIORTNTX
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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