Unclaimed Profile

Aaron Jeffrey Clark

MONARCH WEALTH STRATEGIES·SANTA BARBARA, California

SIE, Series 7, Series 24, Series 66CFPClean record22 years registeredMONARCH WEALTH STRATEGIES

222 EAST CARILLO STREET, SANTA BARBARA, CA 93101CRD# 4768202Firm CRD# 136029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Jeffrey Clark · SANTA BARBARA, CA

Registration

CRD #4768202 · MONARCH WEALTH STRATEGIES · 22 years registered

Brand Profile

Not yet started

Career History

MONARCH WEALTH STRATEGIES

Nov 2018 – present

LPL FINANCIAL LLC

Oct 2008 – Oct 2020

SANTA MARIA, CA

WACHOVIA SECURITIES, LLC

Jan 2008 – Oct 2008

SANTA BARBARA, CA

A. G. EDWARDS & SONS, INC.

Mar 2004 – Jan 2008

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 25, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONARCH WEALTH STRATEGIES

CRD 136029 · SEC 801-118775

AUM

$337M

Regulatory assets under management

Employees

925 client accounts

Services offered by MONARCH WEALTH STRATEGIES

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONARCH WEALTH STRATEGIES →

Introduction

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Frequently Asked Questions

What services does Aaron Jeffrey Clark offer?

Aaron Jeffrey Clark specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Aaron Jeffrey Clark's credentials?

Aaron Jeffrey Clark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Jeffrey Clark located?

Aaron Jeffrey Clark is based in SANTA BARBARA, California, working with MONARCH WEALTH STRATEGIES. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Aaron Jeffrey Clark charge for services?

Aaron Jeffrey Clark's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH WEALTH STRATEGIES?

MONARCH WEALTH STRATEGIES has approximately 7 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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