Jeffrey R. Aron

SACHETTA

LYNNFIELD, MA 01940

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CRD#: 4786118

Professional summary

Jeffrey R Aron, CFP®, who also goes by Jeffrey Aron, is a registered financial advisor currently at SACHETTA, LLC located in Lynnfield, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Aron

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 Jeffrey R Aron'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 24, 2022 - Present

SACHETTA, LLC

Office #1: 600 Market Street Suite 684, Lynnfield, MA 01940

RIA

CRD#: 145713

LYNNFIELD, MA

Past

November 15, 2013 - March 1, 2022

WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 117764

TEWKSBURY, MA

Past

June 1, 2004 - November 23, 2009

NORTH AMERICAN MANAGEMENT CORP

RIA

CRD#: 104825

BOSTON, MA

Past

May 17, 2004 - May 28, 2004

NORTH AMERICAN MANAGEMENT CORP

RIA

CRD#: 104825

BOSTON, MA

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".

SACHETTA, LLC

INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA

Registered Investment Advisory firm - (7/8/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (8/6/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/26/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/15/2014

Uniform Investment Adviser Law Examination

Current Firm

SACHETTA, LLC

INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA

Registered Investment Advisory firm - (7/8/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (8/6/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/26/2015 Terminated)

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Contact information

Main Address

600 Market Street Suite 684, Lynnfield, MA 01940

Mailing Address

Phone number

(781) 233-4138

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SACHETTA LLC BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	2,031
AUM (Assets Under Management)	$ 884,096,209

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/08/2025	Cover Page	Report
12/18/2023	Cover Page	Report
12/19/2022	Cover Page	Report

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.

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Jeffrey R. Aron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Aron's CRS (Customer Relationship Summary).

Certified licenses

Experience

SACHETTA, LLC

WEALTH MANAGEMENT ADVISORS, LLC

NORTH AMERICAN MANAGEMENT CORP

NORTH AMERICAN MANAGEMENT CORP

Primary Firm SEC Registration

SACHETTA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2014

Current Firm

SACHETTA, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SACHETTA, LLC

TRUST BUT VERIFY

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