Aaron Longenecker (CRD# 6642680) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Peters, MO and has over 5 years of experience in the finance industry. Aaron Longenecker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6888880
Krilogy
CRD# 1012847
Stifel, Nicolaus & Company, Incorporated
CRD# 6533372
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Saint Peters, MO | Feb 2020 - Current | 4 |
| Mission Financial, LLC | Saint Peters, MO | Feb 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | St. Peters, MO | Dec 2019 - Current | 4 |
| The Pietsch Financial Group | Deerfield, IL | Dec 2019 - Current | 4 |
| Nadex | Chicago, IL | Sep 2019 - Nov 2019 | < 1 |
| Park Avenue Securities | Oakbrook Terrace, IL | Jul 2018 - Nov 2019 | 1 |
| Guardian Life Insurance Company | Oakbrook Terrace, IL | Feb 2018 - Nov 2019 | 1 |
| Northwestern Mutual | Oak Brook, IL | Sep 2017 - Feb 2018 | < 1 |
| Jet's Pizza | Wheaton, IL | Jan 2016 - Sep 2017 | 1 |
| Wheaton College Athletics Department | Wheaton, IL | Jan 2015 - May 2017 | 2 |
| Wheaton College | Wheaton, IL | Sep 2013 - May 2017 | 3 |
| Northwestern Mutual | Oak Brook, IL | Jun 2016 - Mar 2017 | < 1 |
| Athletico Physical Therapy | Wheaton, IL | Jan 2015 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- MO
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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