Aaron Davis (CRD# 5703276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5779397
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Lakewood, CA | Jun 2017 - Current | 6 |
| J.p. Morgan Securities LLC | Lakewood, CA | Oct 2012 - Current | 11 |
| Jp Morgan Chase Bank Na | Lakewood, CA | Jul 2014 - Jun 2017 | 2 |
| Jp Morgan Chase Bank | Lakewood, CA | Nov 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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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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