Aron Gregory Wong
Investment adviser representative at Cooper Mcmanus
12 yearsExperience
1 stateRegistered in
$2.9BFirm assets
23 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 assetsHourlyFixed or flat feeOther
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
12 years in the industry.
- Cooper McmanusAug 2026 to now
- Cooper Mcmanus Wealth ManagementMar 2023 to now
- Cambridge Investment Research Inc.Jun 2022 to now
- Northwestern Mutual Investment Services LLCJul 2020 to Jun 2022
- Northwestern Mutual Life Insurance CompanyDec 2019 to Feb 2021
- UnemployedJun 2019 to Jun 2022
- Everybusiness Hr EssentialsOct 2018 to Dec 2018
- University of California Los AngelesSep 2018 to Jun 2019
- UnemployedMar 2017 to Oct 2018
- Loyola Marymount UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 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
- 7200240
- Firm CRD
- 111458