Eric E. Aragon

ARAGON ADVISORS

Corona, CA 92881

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CRD#: 7266843

Professional summary

Eric Edward Aragon, who also goes by Eric Aragon, is a registered financial advisor currently at ARAGON ADVISORS located in Corona, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eric has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Aragon

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.

Aragon Accounting Corp; Founder and CPA; Non-investment related; Accounting firm and related services; Corona, CA; 40hrs/week devoted to activity. Start 02/2019 Eric Aragon sole proprietor; Insurance Agent; Investment related; Insurance sales; Corona, CA; 2 hrs/week devoted to activity. Start 06/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Edward Aragon's 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

January 6, 2022 - Present

ARAGON ADVISORS

Office #1: 1100 Olympic Dr Suite 104, Corona, CA 92881

RIA

CRD#: 317462

Corona, CA

Past

December 22, 2020 - May 28, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Corona, CA

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

California
(1/6/2022)

IAR

Louisiana
(10/7/2025)

IAR

Texas
(4/24/2025)

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: 8/31/2021

Uniform Investment Adviser Law Examination

Current Firm

ARAGON ADVISORS

ARAGON ADVISORS | ARAGON ASSET MANAGEMENT, LLC | ARAGON ASSET MANAGEMENT LLC

CRD#: 317462 / SEC#:

California

Registered Investment Advisory firm - (1/6/2022 Approved)

Louisiana

Registered Investment Advisory firm - (9/12/2025 Approved)

Texas

Registered Investment Advisory firm - (4/24/2025 Approved)

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Contact information

Main Address

1100 Olympic Dr Suite 104, Corona, CA 92881

Mailing Address

Phone number

(951) 582-2111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 187,405

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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Eric E. Aragon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Edward Aragon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARAGON ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2021

Current Firm

ARAGON ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARAGON ADVISORS

TRUST BUT VERIFY

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