AJ
CFP · ChFC
AJ
CFP · ChFC

Aaron Jett

24 Years of Experience
Broker

Aaron Jett is a CFP, ChFC-designated registered investment advisor at Seia, based in Los Angeles, CA, with 24 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K

SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.

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Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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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 advisor for SEIA LLC, focusing on RIA sales and service. This activity is investment-related and takes up his full-time work hours.

Employment History
Current Registrations
Seia
May 2024 - Present · 1 yr 11 mos
Signature Estate Securities, LLCBroker
May 2024 - Present · 1 yr 11 mos
Previous Registrations
MML Investors Services, LLC
July 2023 - April 2024 · 9 mos
MML Investors Services, LLCBroker
July 2023 - April 2024 · 9 mos
Eagle Strategies LLC
July 2020 - July 2023 · 3 yrs
Nylife Securities LLCBroker
December 2019 - July 2023 · 3 yrs 7 mos
Bel Air Securities LLCBroker
October 2014 - February 2019 · 4 yrs 4 mos
Canterbury Consulting IncorporatedBroker
October 2004 - October 2013 · 9 yrs
Pacific Select Distributors, INC.Broker
February 2000 - August 2004 · 4 yrs 6 mos
State Registrations1 state
CA
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.