AJ
ChFC
AJ
ChFC

Aaron N Jones

14 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

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Location

Westpoint, MS

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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 serves as Vice President on the board of the Local Learning Community Foundation, providing direction to members and volunteers. This activity takes minimal time and is not investment-related.

Employment History
Current Registrations
Eagle Strategies LLC
May 2018 - Present · 7 yrs 9 mos
Nylife Securities LLC
August 2011 - Present · 14 yrs 6 mos
Nylife Securities LLCBroker
August 2011 - Present · 14 yrs 6 mos
State Registrations2 states
GAMS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.