Aaron Wilkinson: Edward Jones Advisor Receives $173K Complaint

A recent investor complaint against Goshen, Indiana financial advisor Aaron Wilkinson (CRD# 2756359) alleges that his conduct resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Edward Jones.

Mr. Wilkinson’s BrokerCheck report discloses one investor complaint. Filed in August 2024, it alleges that as a representative of Edward Jones, he failed to follow a customer’s instructions and did not invest the cash in their accounts. The pending complaint alleges damages of $173,000.

Edward Jones’ website includes a profile of Mr. Wilkinson that describes his approach to working with his clients. “Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals,” he writes. “We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service… Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.”

According to the Financial Industry Regulatory Authority, Aaron Wilkinson holds 28 years of securities industry experience. Based in Goshen, Indiana, he has been registered as a broker and an investment advisor with Edward Jones since 1996 and 2007, respectively. His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Combined State Law Examination, or Series 66. He holds 25 state licenses. (Information current as of August 25, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.