Aaron Jones is a Financial Advisor providing fee-based, comprehensive financial planning services for his clients and their goals. Aaron believes in building individualized financial roadmaps that will help his clients actively pursue their goals, and outside of the planning process works with his clients to find quality products designed to help meet those financial goals.
With a degree from Minnesota State University-Mankato in financial planning and investment analysis, Aaron began his career at North Star in 1999 as an intern and was later named "Rookie of the Year**."
Since then, having earned his Certified Funds Specialist designation, he has come to specialize in working with physicians and other high income medical professionals. These partnerships typically begin during internship or residency, where Aaron will guide them in handling debt management, cash accumulation, moonlighting income as well as insurance and investment strategies. Once the transition to practice has been made, the focus shifts to asset protection*, wealth accumulation, retirement options, and tax minimization methods*, while still continuing effective (and potentially profitable) investment and insurance strategies.
As a member of the North Star Medical Division, Aaron frequently speaks as a guest lecturer to such residency and fellowship programs as the University of Utah, University of Minnesota, Mayo Clinic, Rapid City Regional Hospital, Marshfield Clinic as well as thirty other programs nationwide. At his speaking events, Aaron delivers usable and focused information and is known for his memorable speaking style—high strung, intense, yet funny.
As an encouraging and experienced mentor to the younger advisors, Aaron is seen as a leader among the North Star professional community.
In his spare time, Aaron enjoys photography and spending quality time with his wife, Cassandra, a CNP, and children at their home in Dassel, Minnesota.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Aaron is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1522178 / 06-2016
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414