Aaron David Jensen

CFP

Osaic Advisory Services, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching

Osaic Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

342 advisors

Number of Clients

28,410 clients

Average Client Portfolio

$439K average

Assets Under Management

$12.5B

Fee Structure

Minimum Investment:None

Location

2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339

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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 Activities

Aaron is a passive partner in several LLCs, including A2 Enterprises LLC (rental duplex), JBSK Group LLC (investment in Frita Batidos restaurant), J2B1K LLC, JSK Regents (Regents Field sports bar/restaurant), and INCAP LLC. These activities require minimal time commitment.