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Aaron Jacob Christopherson

PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, Oregon
Series 65Clean record14 years registeredPINNACLE WEALTH ADVISORS, INC.
9200 SE SUNNYBROOK BOULEVARD, CLACKAMAS, OR 97015CRD# 5289850Firm CRD# 117517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Jacob Christopherson · CLACKAMAS, OR
Registration
CRD #5289850 · PINNACLE WEALTH ADVISORS, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

IMS CAPITAL MANAGEMENT
Oct 2025 – present
PINNACLE WEALTH ADVISORS
Jun 2012 – present
SECURITY FIRST ADVISORS
Jan 2024 – Apr 2025
CLACKAMAS, OR
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 28, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEALTH ADVISORS, INC.
CRD 117517 · SEC 801-116763
AUM
$202M
Regulatory assets under management
Employees
7
464 client accounts
Services offered by PINNACLE WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINNACLE WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Aaron Jacob Christopherson offer?
Aaron Jacob Christopherson specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.
What are Aaron Jacob Christopherson's credentials?
Aaron Jacob Christopherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Jacob Christopherson located?
Aaron Jacob Christopherson is based in CLACKAMAS, Oregon, working with PINNACLE WEALTH ADVISORS, INC.. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.
How does Aaron Jacob Christopherson charge for services?
Aaron Jacob Christopherson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH ADVISORS, INC.?
PINNACLE WEALTH ADVISORS, INC. has approximately 7 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE WEALTH ADVISORS, INC.

Steven Michael Jossi
CLACKAMAS, OR
Raymond Alfred Birch
CLACKAMAS, OR
Randy Earl Gay
CLACKAMAS, OR
Brian Andrew Timm
CLACKAMAS, OR

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Research
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