Johnathan Aelmore, financial advisor Fulshear TX

Johnathan Aelmore

CRD Number: 5169515
Current Firm: Garrett Investment Advisors, LLC

Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Fulshear, TX and has over 12 years of experience in the finance industry. Johnathan Aelmore 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
Garrett Investment Advisors, LLC Fulshear, TX Aug 2019 - Current < 1
Mariner Wealth Advisors Houston, TX Mar 2019 - Aug 2019 < 1
Mercer Global Advisors Houston, TX May 2012 - Jan 2019 6
Mercer Global Advisors Inc. Sugarland, TX Aug 2015 - Oct 2015 < 1
Mercer Advisors Inc. Sugarland, TX May 2012 - Aug 2015 3
Wells Fargo Advisors LLC Richmond, TX Jan 2011 - May 2012 1
Wells Fargo Richmond, TX May 2010 - May 2012 2
Wells Fargo Bank, N.a. Richmond, TX Aug 2009 - May 2012 2
Wells Fargo Investments, LLC Richmond, TX Aug 2009 - Jan 2011 1
Investec Asset Management Group Houston, TX Feb 2008 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Johnathan M. Aelmore
Phone Number: 910-333-6659
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $219,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TX, VA, VT, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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