Ariana HaislipCRD Number: 7043296
Current Firm: J.p. Morgan Securities LLC
Ariana Haislip (CRD# 7043296) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|J.p. Morgan Securities LLC||Washington, DC||Aug 2022 - Current||< 1|
|Jpmorgan Chase Bank, N.a.||Washington, DC||Aug 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Nov 2018 - Aug 2022||3|
|Jkdella Sales Dimensions Inc.||New York, NY||Aug 2018 - Jul 2020||1|
|Legends Nyc||New York, NY||Sep 2018 - Dec 2018||< 1|
|Johnny Utah's||New York, NY||Aug 2018 - Oct 2018||< 1|
|Five Iron Golf||New York, NY||Aug 2018 - Sep 2018||< 1|
|Amerivents||New York, NY||Aug 2018 - Sep 2018||< 1|
|Patina Restaurant Group||New York, NY||Aug 2012 - Jul 2018||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.