AW
AW

Aaron M White

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3508 advisors
Number of Clients
401,726 clients
Average Client Portfolio
$491K average
Assets Under Management
$197.4B

Fee Structure

Financial Planning:Investment management only
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Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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 maintains law licenses in California and Michigan, but these are not investment-related. He is also an adjunct professor at Pepperdine University, teaching Federal Estate and Gift Taxation, which takes about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
August 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
May 2023 - Present · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.