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Joanna Christine cryan Aiken

Choreo, LLC

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About Joanna Christine cryan Aiken

Joanna Aiken is a financial advisor with over 27 years of experience in the industry. Joanna is currently registered with Choreo, LLC in California. Joanna also holds licenses for Series 63, 66, 7, 55 and SIE. Previously, Joanna worked for Edward Jones, Citigroup Global Markets Inc, UBS PaineWebber Inc, and Prudential Securities Incorporated. In addition to Joanna's advisory work, Joanna is also involved in other businesses.

Firm Information

Joanna Aiken is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

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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advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

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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Joanna Aiken’s Registration & Firm History

CA

01/16/2023 - Present

Choreo, LLC (Orinda CA)

CA

08/19/2014 - 02/22/2017

EDWARD JONES (WALNUT CREEK CA)

CA

05/15/2001 - 08/08/2013

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

NJ

03/12/1996 - 05/24/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

11/16/1995 - 01/03/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joanna Christine cryan Aiken.
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