Aaron Jeffrey Clark
Investment adviser representative at Monarch Wealth Strategies
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$463.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Monarch Wealth StrategiesSep 2018 to now
- May Wealth Management GroupOct 2018 to Dec 2018
- LPL Financial LLCOct 2008 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monarch Wealth Strategies
$463.5MAssets managed
396Clients
8Advisers
6 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
- 4768202
- Firm CRD
- 136029