Unclaimed
Aaron Black is an Investment Advisor Representative with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Aaron has been in the industry since January 18, 2021. Aaron's experience includes previous employment at Nationwide Investment Services Corporation in Columbus, OH. Aaron is registered with the state of Ohio and has passed the Series 63, 65, 6TO, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
02/16/2022 - Present
J.p. Morgan Securities LLC (HILLIARD OH)
OH
11/13/2020 - 12/09/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 08/31/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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