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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Aaron is a financial advisor registered with Avantax Advisory Services. John David Aaron is also registered with the states of California, New York, Utah and Washington. John David Aaron has been in the financial services industry since September 30, 2008. John David Aaron holds the Series 66, Series 7 and SIE licenses. John David Aaron is also registered with the state of California as an Investment Advisor Representative. In addition to his role as a financial advisor, John David Aaron is also the owner of Hawkes Hastings & Aaron Accountancy Corporation. John David Aaron provides accounting and tax services to individuals and businesses. John David Aaron is also an insurance agent for Avantax Insurance Agency and Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
05/04/2010 - Present
Avantax Advisory Services (BRENTWOOD CA)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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