Johnathan AelmoreCRD 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.
Houston Wealth Management
Tri-star Advisors, Inc.
Logic Capital Management, LLC
|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|
Total Assets Under Management109MILLIONS
Total Number of Accounts496ACCOUNTS
Average Account Value$219,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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