Aaron Joseph Jurgensmeyer
Investment Adviser Representative at Uniting Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Joseph Jurgensmeyer is an investment adviser representative with Uniting Wealth Partners in Rogers, AR, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Raymond James Financial Services Advisors, Inc and Raymond James & Associates, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arkansas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arkansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.May 2007 – Aug 2018Rogers, AR
- Raymond James Financial Services, Inc.Aug 2018 – Oct 2024Rogers, AR
- Raymond James Financial Services Advisors, IncAug 2018 – Oct 2024Rogers, AR
- Uniting Wealth Partners, LLCOct 2024 – no end date reportedRogers, AR
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Uniting Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers holistic financial planning (including fee-based financial planning, philanthropic planning, tax planning, retirement planning, and business planning), wealth management (investment management, risk-conscious investing, access to traditional and alternative investments), banking and lending, insurance, trust and estate services, and business valuation and M&A.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Denver, CO
- SEC file number:
- 801-131215
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Uniting Wealth Partners
Showing 12 of 14 in the directory
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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 Joseph Jurgensmeyer 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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