Alexis Augusto Aragones
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesJan 2025 to now
- Bank of America NAJun 2022 to Nov 2024
- Merrill LynchMay 2022 to Nov 2024
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Florida Atlantic UniversityJun 2015 to May 2020
- Wells Fargo Advisors LLCSep 2014 to Nov 2016
- Wells Fargo Bank NAJun 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6404579
- Firm CRD
- 250