Years of Experience
5-20+ Years
Westerville, OH
2 Years Experience
0 Disclosures
ADVISOR BIO
Aarek Barnett is a registered representative with J.P. Morgan Securities LLC. Aarek has been working in the securities industry since 2021. Aarek is registered to provide securities services in 53 states and holds the Series 7TO, Series 63, Series 66, and SIE licenses. Aarek previously worked at Merrill/Bank of America, Fifth Third Bank, CIBC/The Private Bank, and TD Ameritrade. Aarek is based in Westerville, OH and is affiliated with the J.P. Morgan Securities LLC branch located in Westerville, OH. Aarek has expertise in providing financial planning, portfolio management, and selection of other advisors.
SPECIALIZATIONS
Westerville, OH
20 Years Experience
0 Disclosures
ADVISOR BIO
Adelbert Duffy is a financial advisor with Cuso Financial Services, LP. Adelbert has been in the industry since 2005. Adelbert is registered with the state of Ohio. Adelbert has a Series 7, Series 6 and Series 66 license. Adelbert specializes in working with individuals and providing financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
Westerville, OH
2 Years Experience
0 Disclosures
ADVISOR BIO
Alex Valentine is a registered representative with J.P. Morgan Securities LLC. Alex has been in the securities industry since October 2022. Alex has a Series 7, Series 63, and Series 66 securities license. Alex is registered in all 50 states as a Broker-Dealer and in Ohio and Texas as an Investment Advisor Representative. Alex is also registered with FINRA. Alex offers financial planning services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
WESTERVILLE, OH
2 Years Experience
0 Disclosures
ADVISOR BIO
Alexa Nicole Reiniger is a financial advisor with LPL Financial LLC and has been in the industry since January 12, 2023. Alexa holds the Series 7TO, Series 63, and SIE licenses and is registered with the state of Ohio. She has a strong focus on providing financial advice and consulting to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
Westerville, OH
4 Years Experience
0 Disclosures
ADVISOR BIO
Alexander Espinosa is a registered representative of J.P. Morgan Securities LLC with 4 years of experience in the financial services industry. Alexander is registered to offer securities in 53 states and the District of Columbia. He is a Series 7TO, Series 63, and Series 66 licensed financial advisor, and has experience providing financial planning, pension consulting, and portfolio management for both businesses and individuals. Alexander has a broad client base, including high-net-worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS
WESTERVILLE, OH
4 Years Experience
0 Disclosures
ADVISOR BIO
Alexis Morley is a financial advisor at Edward Jones with over 3 years of experience in the industry. Alexis is registered with the state of Ohio. Alexis specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
SPECIALIZATIONS
Westerville, OH
18 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Davis is a financial advisor with J.P. Morgan Securities LLC, a well-established and reputable firm. Alicia has over 15 years of experience in the financial services industry and holds Series 6, 7, 63, and 66 licenses. Alicia is a dedicated professional committed to providing clients with comprehensive financial advice. She is registered to offer financial services in all 50 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
WESTERVILLE, OH
8 Years Experience
0 Disclosures
ADVISOR BIO
Alison Lehman is a financial advisor with Wells Fargo Clearing Services, LLC. Alison has been in the financial services industry since 2016 and has been registered with Wells Fargo Clearing Services, LLC since 2019. Alison has been registered with the states of Ohio and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Alison worked at Stifel, Nicolaus & Company, Incorporated, and UBS Financial Services Inc. Alison holds Series 66, Series 7, and SIE licenses. Alison's firm, Wells Fargo Clearing Services, LLC provides financial planning, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisors.
SPECIALIZATIONS
Westerville, OH
5 Years Experience
1 Disclosures
ADVISOR BIO
Amber Marie Douglas is a financial advisor currently working at J.p. Morgan Securities LLC, a firm with a strong reputation in the industry. Amber is a registered representative in all 50 states and the District of Columbia. Amber has a wide range of experience and expertise, and is able to provide financial advice to a variety of clients, including individuals, families, and businesses. Amber is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Westerville, OH
5 Years Experience
0 Disclosures
ADVISOR BIO
Amdi Jarjue is a financial advisor with J.P. Morgan Securities LLC. Amdi Jarjue has been in the securities industry for over 10 years. Amdi Jarjue is registered with the state of Ohio as an Investment Advisor Representative. Amdi Jarjue is also registered with the state of Texas as an Investment Advisor Representative. Amdi Jarjue is registered with the state of Ohio as a Broker/Dealer. Amdi Jarjue is also registered with the state of Texas as a Broker/Dealer.
SPECIALIZATIONS
