J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
2yrs
Aaron Igel
Financial advisor at Raymond James & Associates
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office101 California Street Suite 4500, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Sep 2026 – nowRaymond James & Associates, Inc.Current firm
- Apr 2025 – nowUBS Financial Services Inc.Current
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Raymond James & Associates at 727-567-1000 and ask for Aaron Igel. Aaron works from the San Francisco, CA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Aaron for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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