Aaron Jett, Advisor at SEIA

Aaron
Jett

Advisor

MBA, CFP®, ChFC®CAIA®

Aaron Jett, MBA, CFP®, ChFC®, CAIA®, is an Advisor at Signature Estate & Investment Advisors, LLC (SEIA) and a member of founding partner Gary Liska’s team. With more than 25 years of investment experience, Aaron helps clients connect portfolio decisions, retirement priorities, and long-term financial goals through a coordinated planning approach.

Aaron’s work is grounded in holistic financial planning and portfolio management. He helps clients consider how investment strategy, retirement-income needs, risk management, liquidity, and changing life circumstances can work together within a financial plan designed to evolve over time.

A key strength of Aaron’s practice is his institutional investment perspective. His experience in asset allocation, manager selection, investment due diligence, and portfolio construction across asset classes informs a disciplined approach to building and evaluating investment strategies. His CAIA® designation further supports his understanding of alternative investments and their potential role within a diversified portfolio.

Before joining SEIA, Aaron held senior investment-research roles at Bel Air Investment Advisors and Canterbury Consulting. These positions included Investment Committee leadership, equity-manager research, and due diligence across more than 250 investment strategies.

Aaron earned a Bachelor of Science in Engineering and Applied Sciences from Vanderbilt University and a Master of Business Administration, with concentrations in Finance and Investment Management, from the University of California, Irvine. He holds the CERTIFIED FINANCIAL PLANNER certification, the Chartered Financial Consultant® designation, and the Chartered Alternative Investment Analyst® designation. He also holds Series 7, Series 63, and Series 65 securities licenses and is a licensed insurance agent, California Insurance License #4015744.

Credentials

  • MBA — Master of Business Administration
  • CFP® — Certified Financial Planner
  • ChFC® — Chartered Financial Consultant®
  • CAIA® — Chartered Alternative Investment Analyst®

Credentials

  • MBA — Master of Business Administration
  • CFP® — Certified Financial Planner
  • ChFC® — Chartered Financial Consultant®
  • CAIA® — Chartered Alternative Investment Analyst®

Aaron’s Specialties

01

Portfolio Construction & Investment Strategy

Aaron applies experience in asset allocation, manager selection, due diligence, and portfolio construction to help clients build and evaluate investment strategies aligned with their goals and risk tolerance.

02

Alternative-Investment Analysis

With the CAIA® designation and institutional investment-research experience, Aaron helps evaluate the potential role of alternative investments within a diversified portfolio when appropriate.

03

Retirement & Comprehensive Financial Planning

Aaron helps clients connect investment decisions with retirement-income needs, liquidity, risk management, and changing life circumstances through a coordinated long-term plan.