Aaron Cade Milligan
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm 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 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
10 years in the industry.
- Edward JonesMar 2026 to now
- Fidelity InvestmentsMay 2023 to Mar 2026
- Horace Mann CompaniesMar 2022 to May 2023
- Horace Mann Investors, Inc.Mar 2022 to May 2023
- Northwestern Mutual Wealth Management CompanyAug 2021 to Feb 2022
- Northwestern Mutual Investment Services LLCDec 2020 to Feb 2022
- Northwestern Mutual Life Insurance CompanyMay 2020 to Feb 2022
- United States Department of AgricultureMay 2019 to Aug 2019
- Southwood Drive Animal ClinicMay 2017 to Aug 2017
- StudentAug 2016 to Dec 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7251588
- Firm CRD
- 250