AJ
AJ

Aaron Floyd Jeffers

7 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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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 a Money Concepts Center through FCNB Investment Services, dedicating full-time hours to this role. He also serves as President of Free to Live Ministry and promotes his book, spending minimal time on these non-investment related activities.

Employment History
Current Registrations
Money Concepts Advisory Service
August 2018 - Present · 7 yrs 6 mos
Money Concepts Capital CORPBroker
June 2018 - Present · 7 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.