Aaron Valdez (CRD# 6836547) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Plano, TX | Feb 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Plano, TX | Feb 2020 - Current | 3 |
| Jpmorgan Chase Bank Na | Scottsdale, AZ | Apr 2018 - Feb 2020 | 1 |
| Jpmorgan Securities LLC | Scottsdale, AZ | Apr 2018 - Feb 2020 | 1 |
| Modis | Scottsdale, AZ | Jan 2018 - Apr 2018 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | May 2017 - Oct 2017 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2013 - May 2017 | 3 |
| United Services Automobile Association | Phoenix, AZ | May 2016 - Aug 2016 | < 1 |
| Camp Soaring Eagle | Scottsdale, AZ | Jun 2015 - Jun 2015 | < 1 |
| Capriotti's Sandwich Company | Phoenix, AZ | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- TX
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Total Assets Under Management212,929MILLIONS
-
Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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