Aaron Joseph Jurgensmeyer

Employer firm

Uniting Wealth Partners CRD 332317

$935M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 08/2018
  Raymond James & Associates, Inc.
  Rogers, AR
• 08/2018 → 10/2024
  Raymond James Financial Services, Inc.
  Rogers, AR
• 08/2018 → 10/2024
  Raymond James Financial Services Advisors, Inc
  Rogers, AR
• 10/2024 → Present
  Uniting Wealth Partners, Llc
  Rogers, AR

Previous Registrations

• 2018-08-10 → 2024-10-09
  Raymond James Financial Services Advisors, Inc
  Rogers, AR
• 2007-05-22 → 2018-08-10
  Raymond James & Associates, Inc.
  Rogers, AR
• 2003-07-31 → 2007-05-23
  Banc Of America Investment Services, Inc.
  Rogers, AR
  Rogers, AR
• 2001-01-23 → 2003-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rogers, AR

Other Businesses

1) Spirits of Columbia, LLC; Not investment-related; 455 E. Green Meadows Rd., Columbia, MO 65201; Liquor Store; Owner; Start date: 10/2013; Make decisions on advertising, accounting, and financing; Approx. 5% of time during the month. 2) Sky High Columbia, LLC; Not investment-related; 1201 American Pkwy Columbia, MO 65202; Family Amusement; Owner; Start date: 12/2017; Make decisions on advertising, accounting, and financing; Approx. 5% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-30

Other Names

• Aaron J Jurgensmeyer