AJ
AJ

Aaron D. Jacoby

8 Years of Experience
1 DisclosureBroker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15843 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M0.90%
$5M+0.70%

Gross Advisory Fee for Fidelity Advisory Services is 1.10% on all assets. Fees are reduced by a Credit Amount.

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

Las Vegas, NV

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History

Regulatory History (1)
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Financial
January 2016
Pending
Other Business Activities

Aaron works as an independent contractor tutoring students in math and science since 2020. This activity requires a few hours per week.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 11 mos
Fidelity Brokerage Services LLCBroker
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2022 - March 2025 · 3 yrs 1 mo
Planmember Securities Corporation
August 2019 - December 2020 · 1 yr 4 mos
Planmember Securities CorporationBroker
August 2019 - December 2020 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - May 2019 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron D. Jacoby - Financial Advisor | TrueAdvisor