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Aaron Jacob Christopherson

Investment Adviser Representative at PINNACLE WEALTH ADVISORS

Clackamas, ORCRD #5289850Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Jacob Christopherson has worked in the securities industry since 2012. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Full Service $0-$99,9991.60%
Full Service $100,000-$249,9991.35%
Full Service $250,000-$499,9991.20%
Full Service $500,000-$999,9991.15%
Full Service $1,000,000-$2,499,9991.00%
Full Service $2,500,000-$3,999,9990.95%
Full Service $4,000,000-$6,999,9990.90%
Full Service $7,000,000 and above0.85%
New Investor $0-$10,0000.00%
New Investor $10,000-$99,9990.85%
Source

Pinnacle Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IMS CAPITAL MANAGEMENTCurrent
10/26/2025Clackamas, OR
PINNACLE WEALTH ADVISORSCurrent
6/28/2012Clackamas, OR
SECURITY FIRST ADVISORS
1/12/20244/1/2025Clackamas, OR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Jacob Christopherson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Aaron Jacob Christopherson - Financial Advisor in Clackamas, OR | AdvisorFinder