Aaron Daniel Jones
Investment adviser representative at Osaic Wealth, Inc.
26 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Osaic Wealth, Inc.May 2025 to now
- OsaicJan 2025 to now
- Linder FinancialJun 2023 to now
- UnemployedDec 2021 to Jun 2023
- State FarmMar 2021 to Dec 2021
- UnemployedMay 2019 to Mar 2021
- Cri Securities, Inc.May 2000 to May 2019
- Minnesota Life Insurance CompanyMay 2000 to May 2019
- North Star Consultants, IncMay 2000 to May 2019
- Securian Financial Services, IncMay 2000 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4185638
- Firm CRD
- 23131