Aaron Joseph Jurgensmeyer
Investment adviser representative at Uniting Wealth Partners
19 yearsExperience
1 stateRegistered in
$934.6MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Uniting Wealth Partners, LLCOct 2024 to now
- Raymond James Financial Services Advisors, IncAug 2018 to Oct 2024
- Raymond James Financial Services, Inc.Aug 2018 to Oct 2024
- Raymond James & Associates, Inc.May 2007 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AR).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 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
- 4269710
- Firm CRD
- 332317