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At Nexus 360, LLC, we help high-achieving professionals and business owners activate a (W+H)ealth Mindset—a holistic approach to financial freedom. Led by Aaron James, a financial expert with 15 years of experience at Fortune 100 firms, we provide the clarity, strategy, and confidence to safeguard your wealth.

CEO & FOUNDER

Aaron James

After 15 years of serving thousands of individuals, families, and business owners under Fortune 100 companies, Aaron James founded Nexus 360, LLC in 2024 as a way to hone a team of seasoned professionals
dedicated to addressing the expanding wealth gap. Attaining his MS in Financial Management in 2014, passing the Series 7 & 66 licensing exams in 2016, and completing the Chartered Retirement Planning Counselor ™️ (CRPC ™️) designation in 2021, Aaron James knows financial planning is more than numbers and investments.

It’s about understanding what matters most to you, and building a plan with resources that support your goals, both now and for future generations. By leveraging custom strategies tailored to protect wealth accumulation, sustain income needs, and transfer legacy wealth across generations, they empower clients to achieve long-term financial security and build a lasting legacy.

CEO & FOUNDER

Aaron James

After 15 years of serving thousands of individuals, families, and business owners under Fortune 100 companies, Aaron James founded Nexus 360, LLC in 2024 as a way to hone a team of seasoned professionals
dedicated to addressing the expanding wealth gap. Attaining his MS in Financial Management in 2014, passing the Series 7 & 66 licensing exams in 2016, and completing the Chartered Retirement Planning Counselor ™️ (CRPC ™️) designation in 2021, Aaron James knows financial planning is more than numbers and investments. It’s about understanding what matters most to you, and building a plan with resources that support your goals, both now and for future generations. By leveraging custom strategies tailored to protect wealth accumulation, sustain income needs, and transfer legacy wealth across generations, they empower clients to achieve long-term financial security and build a lasting legacy.