Aaron Theodore Jackson
Investment adviser representative at Sanctuary Advisors, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$34.9BFirm 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 feePerformance-based
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
15 years in the industry.
- Sanctuary Advisors, LLCApr 2025 to now
- Sanctuary Securities, Inc.Apr 2025 to now
- Biola UniversitySep 2024 to Apr 2025
- Biola University Student Alumni AssociationSep 2022 to Dec 2023
- Sorenson Impact Center, University of UtahMay 2022 to Feb 2024
- Princeton University Woodrow Wilson SchoolJan 2017 to Mar 2017
- Pfs Investments IncMay 2014 to Sep 2024
- Primeric Financial ServicesJan 2014 to Dec 2023
- U.S. Department of StateJul 2011 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Sanctuary Advisors, LLC
$34.9BAssets managed
19,540Clients
400Advisers
11 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
- 6324306
- Firm CRD
- 226606