AJ
AJ

Aaron Robert Jetton

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
992 advisors
Number of Clients
52,436 clients
Average Client Portfolio
$368K average
Assets Under Management
$19.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $2.0M1.35%
$2M+1.10%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

120 E Second St, Grandview, WA, 98930

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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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Employment History
Current Registrations
U.S. Bancorp Investments, INC.
August 2023 - Present · 2 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Key Investment Services LLC
July 2018 - August 2023 · 5 yrs 1 mo
Key Investment Services LLCBroker
June 2014 - August 2023 · 9 yrs 2 mos
State Registrations3 states
AZORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.