Aaron Navarrete, financial advisor Austin TX
90 score

Aaron Navarrete

CRD Number: 6003577
Current Firm: J.p. Morgan Securities LLC

Aaron Navarrete (CRD# 6003577) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Anaheim, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Anaheim, CA Jun 2012 - Current 4
Chase Investment Services Corp Anaheim, CA Jul 2012 - Oct 2012 < 1
Metlife Securities Inc. Los Angeles, CA Nov 2011 - May 2012 < 1
United Pacific Pet Fontana, CA Jun 2011 - Nov 2011 < 1
Unemployed Placentia, CA Aug 2007 - Jun 2011 3
Big 5 Sporting Goods Anaheim, CA Jun 2007 - Aug 2007 < 1
Unemployed Placentia, CA Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Aaron P. Navarrete
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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