Aaron Lampert (CRD# 5526813) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 15 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | Tucson, AZ | Oct 2017 - Current | 6 |
| Securities America, Inc. | National City, CA | Oct 2017 - Oct 2017 | < 1 |
| Lpl Financial | San Diego, CA | Aug 2015 - Oct 2017 | 2 |
| California Coast Credit Union | La Mesa, CA | Aug 2015 - Oct 2017 | 2 |
| Pfg Advisors | National City, CA | Aug 2015 - Oct 2017 | 2 |
| Jp Morgan Chase Bank | Tuscon, AZ | Apr 2015 - Aug 2015 | < 1 |
| J.p. Morgan Securities LLC | Tucson, AZ | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- AZ
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- 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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