AS
AS

Aaron Phillip Sheklin

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

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Location

13475 Atlantic Blvd, Unit 8, Jacksonville, FL, 32225

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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 is a managing partner at Seaworthy Industries, LLC, a maritime consulting firm, dedicating minimal time. He is also an authorized representative at Beaches Mental Health LLC, a social services and therapy provider, spending minimal time providing consulting and administrative assistance.

Employment History
Current Registrations
Farther
April 2024 - Present · 1 yr 10 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Aaron Phillip Sheklin - Financial Advisor | TrueAdvisor