Aaron Jewett, MBA

Energizer
DISC Type : I

Small Business Consultant at Quickbooks Online Certified ProAdvisor

Loma Linda, California, United States

Overview

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.

Personality Overview

Informal

Enthusiastic

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care 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.
Business Development
A core part of his headline and experience involves creating actionable strategies to help businesses and individuals bring their goals to life and drive growth.

Media Appearances

Aaron has no verified media appearances

Work History

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

Education

Master of Business Administration - MBA from LSU Shreveport
Bachelor's degree from Pacific Union College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Loma Linda, California, United States Job Level : N/A Designation : Small Business Consultant at Quickbooks Online Certified ProAdvisor
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Aaron

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Aaron take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Aaron

Personality Compatibility


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