Aaron Jurgensmeyer has been an investment adviser representative at Uniting Wealth Partners since October 2024, and is not listed among the firm’s executive officers or direct owners.
Uniting Wealth Partners LLC is a Denver, CO firm with $935M under management, 854 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Aaron Jurgensmeyer’s longest registration was 11 years at Raymond James & Associates, Inc. (2007–2018). Before joining Uniting Wealth Partners in 2024, Aaron Jurgensmeyer was registered through Raymond James Financial Services Advisors, Inc and Raymond James & Associates, Inc.
- Uniting Wealth PartnersCurrent– present · 1 yearRogers, AR · Adviser representative · Firm CRD 332317
- Raymond James Financial Services Advisors, Inc– · 6 yearsRogers, AR · Adviser representative · Firm CRD 149018
- Raymond James & Associates, Inc.– · 11 yearsRogers, AR · Adviser representative · Firm CRD 705
- Banc of America Investment Services, Inc.– · 3 yearsRogers, AR · Adviser representative · Firm CRD 16361
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsRogers, AR · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Aaron Jurgensmeyer is registered as an investment adviser representative in Arkansas, since October 2024.
- ArkansasSince 28 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 November 2000 |
| Series 7 | General Securities Representative Examination | 6 November 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Joseph Jurgensmeyer
- CRD
- 4269710
- Firm
- Uniting Wealth Partners · CRD 332317
- Office
- 3300 S MARKET ST, STE 404, Rogers, AR 72758
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Jurgensmeyer work?
Aaron Jurgensmeyer is an investment adviser representative registered through Uniting Wealth Partners LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Jurgensmeyer a financial advisor?
Yes. Aaron Jurgensmeyer has a current investment-adviser registration in Arkansas, through Uniting Wealth Partners since October 2024.
How many years of experience does Aaron Jurgensmeyer have?
Aaron Jurgensmeyer has 25 years in the financial industry, since November 2000, across 5 adviser firms.
What exams has Aaron Jurgensmeyer passed?
Aaron Jurgensmeyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2000. FINRA credited Aaron Jurgensmeyer with the SIE, which began in October 2018.
Where did Aaron Jurgensmeyer work before Uniting Wealth Partners?
Before Uniting Wealth Partners, Aaron Jurgensmeyer was registered through Raymond James Financial Services Advisors, Inc, August 2018 to October 2024; Raymond James & Associates, Inc., May 2007 to August 2018; Banc of America Investment Services, Inc., July 2003 to May 2007; Merrill Lynch Pierce Fenner & Smith Inc., January 2001 to August 2003.
Where is Aaron Jurgensmeyer based?
Aaron Jurgensmeyer’s registered office is in Rogers, AR.
Is Aaron Jurgensmeyer registered with FINRA?
No. Aaron Jurgensmeyer has no current broker registration.
How can I verify Aaron Jurgensmeyer’s record?
Search CRD 4269710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Jurgensmeyer’s full registration record.
