AY
CFP · ChFC
AY
CFP · ChFC

Aaron Yoon

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

13540 Lake City Way Ne, Suite 100, Seattle, WA, 98125

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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 is a managing member of M & N Ventures LLC, a real estate company, since 2022. He spends minimal time maintaining the property.

Employment History
Current Registrations
&partners
October 2025 - Present · 4 mos
&partnersBroker
October 2025 - Present · 4 mos
Previous Registrations
Edward Jones
November 2009 - October 2025 · 15 yrs 11 mos
Edward JonesBroker
October 2009 - October 2025 · 16 yrs
State Registrations16 states
ALAZCACOIDILMAMINCNVNYORPATXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.