Aaron Joseph Ahlstrom
Investment adviser representative at Jmg Financial Group Ltd
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.5BFirm 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 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
Experience
17 years in the industry.
- Jmg Financial Group, Ltd.Jul 2024 to now
- Ameriprise Financial Services, Inc.Oct 2009 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IL, MN).
Jmg Financial Group Ltd
$7.5BAssets managed
1,789Clients
48Advisers
41 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
- 5729325
- Firm CRD
- 110302