John Aaron, financial advisor Brentwood CA
93 score

John Aaron

CRD Number: 5567930
Current Firm: H.d. Vest Advisory Services, Inc.

John Aaron (CRD# 5567930) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Brentwood, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Advisory Services Walnut Creek, CA May 2010 - Current 6
H.d. Vest Investment Services Walnut Creek, CA Jul 2008 - Current 8
Hawkes And Hastings Accountancy Corp Walnut Creek, CA Nov 2006 - Current 10
Kpmg, LLP San Francisco, CA Jun 2003 - Nov 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for John D. Aaron
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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