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AC

Aaron J. Chow

THE PACIFIC FINANCIAL GROUP
NASHVILLE, TN 37212
Some features on this profile are disabled
CRD#: 2833796
AC

Professional summary


Aaron Jacob Chow, who also goes by Aaron J Chow, Jake Chow, is a registered financial advisor currently at THE PACIFIC FINANCIAL GROUP, INC. located in Nashville, Tennessee.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Aaron has worked at 5 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Aaron J Chow | Jake Chow

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Aaron Jacob Chow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 1, 2007 - Present

THE PACIFIC FINANCIAL GROUP, INC.

Office #1: 1920 Adelicia Street Suite 500, Nashville, TN 37212
RIA
CRD#: 105203
NASHVILLE, TN
Past

September 27, 2002 - August 23, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BELLEVUE, WA
Past

June 13, 2002 - August 23, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 10, 2001 - December 12, 2001

DBSI SECURITIES CORPORATION

BD
CRD#: 11687
BOISE, ID
Past

March 5, 1998 - August 23, 2001

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

February 4, 1997 - October 23, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
THE PACIFIC FINANCIAL GROUP, INC.
GOLD STAR FINANCIAL | THE PACIFIC FINANCIAL GROUP, INC. | THE PACIFIC FINANCIAL GROUP | SERVE AND PROTECT FINANCIAL | PACIFIC FINANCIAL GROUP INC

CRD#: 105203 / SEC#: 801-18151

RIA
Registered Investment Advisory firm - (1/10/1983 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(9/16/2019)
IAR
California
(6/19/2019)
IAR
Florida
(9/16/2019)
IAR
Washington
(2/1/2007)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2002
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


TP
THE PACIFIC FINANCIAL GROUP, INC.
GOLD STAR FINANCIAL | THE PACIFIC FINANCIAL GROUP, INC. | THE PACIFIC FINANCIAL GROUP | SERVE AND PROTECT FINANCIAL | PACIFIC FINANCIAL GROUP INC

CRD#: 105203 / SEC#: 801-18151

RIA
Registered Investment Advisory firm - (1/10/1983 Approved)
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Contact information


Main Address
1920 Adelicia Street Suite 500, Nashville, TN 37212
Mailing Address
900 20th Avenue South Suite 500, Nashville, TN 37212
Phone number
(425) 451-7722
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TPFG.FORM ADV 2A.09.11.25.FINAL (9/11/2025)

Regulatory assets under management


Total Number of Accounts18,959
AUM (Assets Under Management)$ 4,111,414,788

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE PACIFIC FINANCIAL GROUP, INC.

CRD#: 105203Nashville, TN 37212

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