Unclaimed
Aaron Young is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Aaron has been in the industry since 2011, specializing in providing financial advice to individuals, businesses, and high-net-worth individuals. Aaron's approach is to understand his client's unique goals and objectives, providing tailored solutions for investment management, financial planning, and retirement planning. Aaron also offers pension consulting and selection of other advisors. Aaron's focus is to ensure that his clients have the knowledge and tools they need to make informed financial decisions.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
01/15/2019 - Present
Edward Jones (DIXON IL)
BOTH
Issued 08/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
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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