Unclaimed
Augustus Vidamo is an investment advisor representative registered with J.P. Morgan Securities LLC, operating out of the Tempe, Arizona branch. Augustus has been in the securities industry since July 14, 2003. Their areas of specialization include retirement, college savings, estate planning, and insurance. Augustus is a highly experienced advisor with a track record of success in providing financial guidance to individuals, families, 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
AZ
10/26/2022 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
04/05/2019 - 10/06/2022
MORGAN STANLEY (GILBERT AZ)
AZ
04/11/2018 - 04/01/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)
AZ
10/16/2013 - 04/19/2017
SCOTTRADE, INC. (CHANDLER AZ)
AZ
12/17/2010 - 10/07/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/21/2010 - 11/05/2010
ALLSTATE FINANCIAL SERVICES, LLC (GLENDALE AZ)
AZ
11/02/2009 - 12/03/2009
CHASE INVESTMENT SERVICES CORP. (TEMPE AZ)
AZ
08/25/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN CITY AZ)
AZ
04/12/2002 - 08/25/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (SUN CITY AZ)
NY
07/09/2001 - 04/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2001
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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