Aaron Beers
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesMay 2024 to now
- UBS Financial Services IncOct 2022 to May 2024
- The Vanguard Group, Inc.Aug 2019 to Sep 2022
- Edward JonesJun 2018 to Aug 2018
- FacilicareJun 2018 to Jul 2018
- Law Offices of John LyndonAug 2017 to May 2019
- University of GeorgiaJan 2017 to Aug 2020
- Georgia CollegeAug 2015 to Dec 2016
- Monkey JoesMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6958991
- Firm CRD
- 250