AF

Aaron Daniel Fuerst

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12326 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

JPMS offers various wrap fee programs with different fee levels and features. The investment adviser fee you pay will vary depending on the program you select. Comparable services may be available at lower aggregate costs on an “unbundled” basis through other firms. Many of the tools and analytics that are used to support services provided through the JPMS advisory programs are also available through JPMS without enrolling in an advisory program and paying an advisory program fee.

Areas of Practice
Investment Management
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Advisor Information

Office location

3401 Morse Crossing, Columbus, OH, 43219

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLC Broker
October 2012 - Present · 13 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - Present · 13 yrs 3 mos
Previous Registrations
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
May 2005 - July 2005 · 2 mos
Banc One Securities CorporationBroker
May 2005 - July 2005 · 2 mos
The O.N. Equity Sales CompanyBroker
October 2004 - May 2005 · 7 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Daniel Fuerst - Financial Advisor | AdvisorDiscover