Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Caldwell is a registered representative with J.P. Morgan Securities LLC. Aubrey is licensed to provide investment advice and sell securities in Ohio. Aubrey is a Series 63, Series 6TO, and SIE licensed professional. Aubrey is registered with FINRA and the state of Ohio. Aubrey has been in the securities industry for over 3 months. The firm is an SEC-registered investment advisor. J.P. Morgan Securities LLC has been providing investment advice and financial planning to individuals, corporations, and other entities for over 100 years. The firm specializes in investment management, financial planning, and retirement planning. Aubrey specializes in providing investment advice and financial planning services to individuals, corporations, and other entities.
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
09/27/2023 - Present
J.p. Morgan Securities LLC (STOW OH)
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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