Aaron Slate, financial advisor Greenbrier TN

Aaron Slate

CRD Number: 6641790
Current Firm: Edward Jones

Aaron Slate (CRD# 6641790) is an Investment Advisor Representative working at Edward Jones in Greenbrier, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2017 - Current 6
Unemployed Nashville, TN May 2017 - Jul 2017 < 1
Lipscomb University Nashville, TN Aug 2015 - May 2017 1
Edward Jones Hendersonville, TN Jun 2016 - Aug 2016 < 1
Mayo Custom Counter Tops Greenbrier, TN Sep 2013 - Aug 2015 1
Volunteer State Community College Gallatin, TN Jan 2013 - Jul 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Aaron Slate
Phone Number: 314-515-2000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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