Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Weiss is a registered investment advisor representative with J.P. Morgan Securities LLC. Aaron has been in the industry since 2004 and has held previous roles with Northwestern Mutual Investment Services, LLC, W&S Brokerage Services, Inc., Nationwide Securities, LLC, and Edward Jones. Aaron is licensed in all 50 states and the District of Columbia, with a specialization in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
08/16/2016 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
07/21/2014 - 05/16/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
OH
04/14/2014 - 06/12/2014
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
09/26/2011 - 09/19/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
01/14/2004 - 09/02/2011
EDWARD JONES (COLUMBUS OH)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 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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