Aron Wong (CRD# 7200240) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooper Mcmanus Wealth Management | Irvine, CA | Mar 2023 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Irvine, CA | Jul 2020 - Jun 2022 | 1 |
| Unemployed | Huntington Beach, CA | Jun 2019 - Jun 2022 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2019 - Feb 2021 | 1 |
| University Of California Los Angeles | Los Angeles, CA | Sep 2018 - Jun 2019 | < 1 |
| Everybusiness Hr Essentials | Santa Fe Springs, CA | Oct 2018 - Dec 2018 | < 1 |
| Unemployed | Huntington Beach, CA | Mar 2017 - Oct 2018 | 1 |
| Loyola Marymount University | Los Angeles, CA | Aug 2014 - May 2018 | 3 |
| Ft3 Tactical | Stanton, CA | May 2015 - Mar 2017 | 1 |
| Orange County Lacrosse Officials Association | Irvine, CA | Jun 2012 - Jul 2014 | 2 |
| Huntington Beach High School | Huntington Beach, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- CA
-
Total Assets Under Management1,575MILLIONS
-
Total Number of Accounts4,577ACCOUNTS
-
Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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