Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Holwegner is an investment advisor representative for Edward Jones. Aubrey is a registered investment advisor representative in Washington and Texas. Aubrey holds multiple securities licenses including Series 7, 6, 63, 66 and 26. Aubrey has been in the financial services industry for over 20 years. Prior to joining Edward Jones, Aubrey worked for J.P. Morgan Securities LLC and Chase Investment Services Corp. Aubrey is a member of the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of Washington.
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
04/09/2015 - Present
Edward Jones (YAKIMA WA)
WA
10/01/2012 - 02/25/2015
J.P. MORGAN SECURITIES LLC (YAKIMA WA)
WA
11/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YAKIMA WA)
WA
08/11/2003 - 10/26/2011
PFS INVESTMENTS INC. (YAKIMA WA)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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