Aaron Daniel Jones

Osaic Wealth, INC.

19 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

110 4th AVENUE NE, Hutchinson, MN, 55350

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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.

Other Business ActivitiesSells Insurance

Aaron works as an agent for North Star Consultants, Inc & North Star Brokerage, selling fixed insurance since 2011. This takes about a quarter of his time, including time during trading hours.

Employment History

Current Registrations

Osaic Wealth, INC.

May 2025 - Present · 9 mos

Osaic Wealth, INC.Broker

March 2025 - Present · 11 mos

Previous Registrations

Cri Securities, LLC

January 2014 - June 2019 · 5 yrs 5 mos

Securian Financial Services, INC.

January 2014 - June 2019 · 5 yrs 5 mos

Cri Securities, LLCBroker

July 2000 - June 2019 · 18 yrs 11 mos

Securian Financial Services, INC.Broker

July 2000 - June 2019 · 18 yrs 11 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.