Aaron Lewis, financial advisor Parma OH
93 score

Aaron Lewis

CRD Number: 5408366
Current Firm: J.p. Morgan Securities LLC

Aaron Lewis (CRD# 5408366) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Parma, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Parma, OH Oct 2012 - Current 5
Chase Investment Services Corp Parma, OH Mar 2010 - Oct 2012 2
Rock The House Entertainment Group Inc. Oakwood Village, OH Aug 2006 - Nov 2011 5
Edward Jones St. Louis, MO Aug 2007 - Mar 2010 2
Kent State University Kent, OH Jun 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Aaron R. Lewis
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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