Aaron Jewett, MBA in

Aaron Jewett, MBA

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Small Business Consultant at Quickbooks Online Certified ProAdvisor
📍 Loma Linda, California, United States

Aaron Jewett is a financial consultant and business development professional specializing in actionable financial strategies. With an MBA from LSU Shreveport and a Series 7 license, he has experience providing fractional CFO services to small businesses and managing over $1B in assets for advisory offices at AssetMark.

Driven by a passion to help others achieve their dreams, Aaron is committed to making a positive impact. He is a member of the Financial Planning Association and focuses on continuous personal and professional growth, as reflected in his self-described title, "Student of Greatness. "

Unique Fact: Aaron describes himself as a "Student of Greatness, " showcasing his commitment to continuous learning and self-improvement.

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Experience
11 Years
Current Role
Small Business Consultant
Location
Loma Linda, California, United States
Personality Overview

How Aaron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aaron cares about

Small Business Finance
He has direct experience as a Small Business Consultant and Quickbooks ProAdvisor, providing fractional CFO services and auditing financial records for small businesses.
Financial Planning
His career at Transamerica and AssetMark focuses on conducting financial analysis and strategic planning for individuals, families, and businesses to help them achieve security.
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Career

Work history

9-2021 - 8-2025
Small Business Consultant
Quickbooks Online Certified ProAdvisor
9-2021 - 5-2025
Regional Account Manager
AssetMark
10-2020 - 9-2021
Financial Consultant and Business Development
Transamerica
7-2017 - 3-2019
Lead Accounting Clerk
Hospitality Dental
7-2017 - 3-2019
Lead Accounting Clerk
Glen Helen Raceway
In the press

Media appearances

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Education
Master of Business Administration - MBA
LSU Shreveport
Bachelor's degree
Pacific Union College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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