John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency And/or Avantax Insurance Services | Walnut Creek, CA | Oct 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Walnut Creek, CA | Oct 2019 - Current | 4 |
| Hawkes Hastings & Aaron Accountancy Corporation | Walnut Creek, CA | Oct 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Walnut Creek, CA | Jan 2018 - Current | 6 |
| Avantax Advisory Services | Walnut Creek, CA | May 2010 - Current | 13 |
| Hawkes And Hastings Accountancy Corp | Walnut Creek, CA | Nov 2006 - Dec 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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