Aaron Brewer, financial advisor Tucson AZ
86 score

Aaron Brewer

CRD Number: 5451527
Current Firm: J.p. Morgan Securities LLC

Aaron Brewer (CRD# 5451527) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 8 years of experience in the finance industry. Aaron Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Tucson, AZ Oct 2012 - Current 4
Brown Mackie College Tucson, AZ Nov 2009 - Nov 2013 4
Chase Investment Services Corp Tucson, AZ Oct 2009 - Oct 2012 3
Ubs Financial Services Inc. Tucson, AZ Nov 2007 - Oct 2009 1
Patio Pools Of Tucson Tucson, AZ Mar 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Aaron W. Brewer
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
  • 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
86

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