Aaron Beers

Edward Jones

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Edward Jones

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22592 advisors

Number of Clients

3,743,795 clients

Average Client Portfolio

$220K average

Assets Under Management

$825.0B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

24 East Montgomery Crossroads, Savannah, GA, 31406

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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.

Employment History

Current Registrations

Edward Jones

June 2024 - Present · 1 yr 8 mos

Edward JonesBroker

May 2024 - Present · 1 yr 9 mos

Previous Registrations

UBS Financial Services INC.Broker

October 2022 - May 2024 · 1 yr 7 mos

Vanguard Marketing CorporationBroker

October 2019 - September 2022 · 2 yrs 11 mos

State Registrations23 states

ALARCACOCTFLGAIAILINMDMNMONCNJNYOHOKPASCTNVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.