AJ
AJ

Aaron Nazar Johnson

17 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
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
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Location

391 N Main St Ste 107, Corona, CA, 92878

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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 operates under the DBA Simplified Wealth Management for his LPL business. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.
August 2025 - Present · 6 mos
Osaic Wealth, INC.Broker
August 2025 - Present · 6 mos
Previous Registrations
LPL Financial LLC
July 2021 - August 2025 · 4 yrs 1 mo
LPL Financial LLC
August 2017 - August 2017 · 0 mos
Mariner Advisor Network
November 2016 - September 2025 · 8 yrs 10 mos
Wealthplan Partners
February 2016 - November 2016 · 9 mos
LPL Financial LLCBroker
February 2016 - August 2025 · 9 yrs 6 mos
Trilogy Capital, INC.
November 2015 - February 2016 · 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2009 - February 2016 · 6 yrs 8 mos
National Planning CorporationBroker
March 2008 - February 2016 · 7 yrs 11 mos
State Registrations29 states
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMIMONCNMNVOHOKORTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Nazar Johnson - Financial Advisor | TrueAdvisor