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Aaron Jay Rosen

AOG Wealth Management

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About Aaron Jay Rosen

Aaron Rosen is a financial advisor at AOG Wealth Management. Aaron has been in the financial industry since 2010. Aaron holds Series 7, 7TO, 63, and 66 licenses. Aaron is a Chartered Financial Analyst. Aaron's experience in the financial services industry spans multiple firms, including Lucia Securities, LLC, FSC Securities Corporation, and LPL Financial Corporation. In addition to his role at AOG Wealth Management, Aaron also provides consulting services regarding portfolio management, investment analysis, and product structures.

Firm Information

Aaron Rosen is currently registered with AOG Wealth Management. AOG Wealth Management, headquartered in RESTON, VA, is an investment advisor firm specializing in financial planning, portfolio management for individuals, investment companies, and businesses. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations, managing over $341 million in assets. AOG Wealth Management boasts a team of eight investment advisor representatives and two licensed agents.
AOG Wealth Management

11911 FREEDOM DRIVE

RESTON, VA 20190

$341.28M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Rosen’s Registration & Firm History

VA

06/30/2023 - Present

AOG Wealth Management (Reston VA)

NH

09/05/2022 - 04/19/2023

AMERICAN ELM DISTRIBUTION PARTNERS, LLC (PORTSMOUTH NH)

CA

11/18/2014 - 09/02/2020

LUCIA SECURITIES, LLC (SAN DIEGO CA)

GA

01/25/2013 - 11/24/2014

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

01/01/2010 - 06/24/2010

LPL FINANCIAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 05/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Jay Rosen.
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