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Aaron Jason Robinson

22 Years of Experience
Broker
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

South Haven, MI

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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 works as an administrative representative of a Registered Investment Advisor (RIA) since February 2024. This investment-related activity takes about half of his time, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2021 - February 2022 · 11 mos
MML Investors Services, LLC
March 2021 - February 2022 · 11 mos
Advice and Planning Services
November 2018 - April 2019 · 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2018 - April 2019 · 5 mos
Cambridge Investment Research Advisors, INC.
December 2010 - July 2017 · 6 yrs 7 mos
Cambridge Investment Research, INC.Broker
July 2010 - July 2017 · 7 yrs
Raymond James Financial Services, INC.Broker
August 2002 - July 2010 · 7 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
August 1998 - August 2002 · 4 yrs
The Lincoln National Life Insurance CompanyBroker
August 1998 - August 2002 · 4 yrs
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Jason Robinson - Financial Advisor | TrueAdvisor