Aaron Gabriel, financial advisor San Ramon CA

Aaron Gabriel

CRD Number: 1803235
Current Firm: Raymond James Financial Services Advisors, Inc.

Aaron Gabriel (CRD# 1803235) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 33 years of experience in the finance industry. Aaron Gabriel 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.

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Professional Designations
Company Name Location Dates Years
Rocky Michaels Music Danville, CA Aug 2019 - Current 4
Rocky Michaels Music Danville, CA Mar 2017 - Current 7
Raymond James Financial Services, Inc. San Ramon, CA May 2014 - Current 9
The Gabriel Group - Raymond James San Ramon, CA May 2014 - Current 9
Raymond James Financial Services Advisors Inc. San Ramon, CA May 2014 - Current 9
Raymond James & Associates San Jose, CA May 2008 - May 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Aaron M. Gabriel
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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