Aaron Josiah Longenecker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2018 → 11/2019
  Guardian Life Insurance Company
  Oakbrook Terrace, IL
• 09/2017 → 02/2018
  Northwestern Mutual
  Oak Brook, IL
• 01/2016 → 09/2017
  Jet's Pizza
  Wheaton, IL
• 06/2016 → 03/2017
  Northwestern Mutual
  Oak Brook, IL
• 01/2015 → 05/2017
  Wheaton College Athletics Department
  Wheaton, IL
• 09/2013 → 05/2017
  Wheaton College
  Wheaton, IL
• 07/2018 → 11/2019
  Park Avenue Securities
  Oakbrook Terrace, IL
• 12/2019 → Present
  Raymond James Financial Services, Inc.
  St. Peters, MO
• 09/2019 → 11/2019
  Nadex
  Chicago, IL
• 12/2019 → Present
  The Pietsch Financial Group
  Deerfield, IL
• 02/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Saint Peters, MO

Other Businesses

(1)Name of Business: A. Josiah Longenecker Financial Planning, LLC. Address: 4045 N Saint Peters Pkwy Ste 206, Saint Peters, MO, 63304-7398, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: LLC set up for my financial planning. I do business through Mission Financial still. (2)Name of Business: A&J Insurance Solutions LLC Address: 4200 Weatherton Pl, Saint Charles, MO, 63304, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 07/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Medicare Insurance Agent. I will be contracting directly through the health insurance carriers and receiving street level commission for the sale of medicare supplement and medicare advantage insurance plans. (3)Name of Business: Insurance Agent Address: 4200 Weatherton Pl, St Charles, MO, 63304, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/11/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Life Insurance agent\nUpdated 2/11 to include health insurance agent - specifically selling Medicare Supplement and Medicare Advantage and Part D prescription drug plans. (4)Name of Business: Klaravia, Inc. Address: 4200 Weatherton Pl, Saint Charles, MO, 63304, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/06/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Activities include business development, website design, corporate structure, and other administrative duties for the company. I do not participate in any activities of the business during trading hours. (5)Name of Business: Mission Financial, LLC Address: 4045 N Saint Peters Pkwy Ste 206, Saint Peters, MO, 63376, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/11/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-30
• S63 Uniform Securities Agent State Law Examination
  2019-05-15

Designations

• Certified Financial Planner

Other Names

• Josiah Longenecker