Unclaimed
Aaron Easter is a financial advisor at Edward Jones. Aaron has been in the industry for over 19 years and specializes in providing financial advice to individuals, families, and small businesses. Aaron has a strong understanding of the investment markets and is committed to helping clients achieve their financial goals. Aaron has held previous positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, INC., and Morgan Stanley DW INC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
05/08/2014 - Present
Edward Jones (RENTON WA)
WA
10/01/2012 - 05/09/2014
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
07/08/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (SEATTLE WA)
NY
05/07/2004 - 06/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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