John
Aaron
Avantax Advisory Services
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About this Advisor
John Aaron is a financial advisor working in Brentwood, California with a total of 13 years of industry experience. Aaron is currently employed by Avantax Advisory Services. Throughout their career, Aaron has worked at Hawkes And Hastings Accountancy Corp, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Avantax Insurance Agency And/Or Avantax Insurance Services and Hawkes Hastings & Aaron Accountancy Corporation. Aaron holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Avantax Advisory Services is a financial advisory company operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in total assets across its 123,393 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice usually depend on which services the firm provides the client. Fees charged by Avantax Advisory Services likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
John Aaron Work History
John has been registered as a financial advisor for 13 years.*
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Investment Services, Inc
Hawkes Hastings & Aaron Accountancy Corporation
Avantax Insurance Agency, LLC
Avantax Advisory Services
Hawkes And Hastings Accountancy Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Aaron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Irving, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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