Aaron Brice Rosas

CFP

Edward Jones

5 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

17650 W Elliot Rd Ste A130, Goodyear, AZ, 85338

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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

January 2020 - Present · 6 yrs 1 mo

Edward JonesBroker

December 2019 - Present · 6 yrs 2 mos

State Registrations20 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.