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Aaron T Jasper

Mutual Advisors, LLC

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About Aaron T Jasper

Aaron Jasper is a financial advisor with Mutual Advisors, LLC. Aaron has been in the financial industry since 2006 and is registered with the state of California as an Investment Advisor Representative and a Broker. Aaron has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Aaron offers a range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Aaron Jasper is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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 Jasper’s Registration & Firm History

CA

04/30/2015 - Present

Mutual Advisors, LLC (CAMARILLO CA)

IL

05/24/2006 - 01/14/2015

NATIONAL FINANCIAL SERVICES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Aaron T Jasper. Review regulatory record here.
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