Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lampert is an investment advisor representative with J.P. Morgan Securities LLC. Aaron has been in the industry since 2008 and is licensed in Arizona and Texas. Aaron provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Aaron holds Series 7, 66, and SIE licenses. Aaron has been registered with the Securities and Exchange Commission (SEC) since 2012.
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
AZ
09/13/2021 - Present
J.p. Morgan Securities LLC (TUCSON AZ)
CA
10/10/2017 - 10/31/2017
SECURITIES AMERICA, INC. (NATIONAL CITY CA)
CA
08/03/2015 - 10/11/2017
LPL FINANCIAL LLC (NATIONAL CITY CA)
CA
10/01/2012 - 08/12/2015
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
AZ
07/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
10/17/2008 - 07/13/2010
WELLS FARGO INVESTMENTS, LLC (TUCSON AZ)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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