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Eric Edward Aragon

ARAGON ADVISORS
CORONA, CA
·CRD# 7266843·5 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Aragon

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

ARAGON ADVISORS·CRD# 317462
RIA
1100 Olympic Dr Suite 104, Corona, CA 92881
January 6, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Corona, CA
December 22, 2020 - May 28, 2021

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Current Firm

AA
ARAGON ADVISORS

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

CRD#: 317462
California
Registered Investment Advisory firm - California (1/6/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (9/12/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (4/24/2025 Approved)

Contact Information

Main Address

1100 Olympic Dr Suite 104, Corona, CA 92881

Phone Number

(951) 582-2111

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

11

AUM (Assets Under Management)

$110,620

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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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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