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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Jang is an investment advisor representative with Morgan Stanley. Aaron has been active in the financial services industry since November 30, 2004. Prior to joining Morgan Stanley, Aaron was with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Wamu Investments, Inc., CitiCorp Investment Services and WM Financial Services, Inc. Aaron is licensed in 42 states and the District of Columbia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/24/2020 - Present
Morgan Stanley (San Jose CA)
CA
01/03/2011 - 02/28/2012
WELLS FARGO ADVISORS, LLC (LOS GATOS CA)
CA
03/26/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS GATOS CA)
CA
08/05/2005 - 04/15/2009
WAMU INVESTMENTS, INC. (PLEASANTON CA)
NY
01/10/2005 - 07/15/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
11/11/2004 - 01/10/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 06/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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