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Isaac Aulick

J.P. Morgan Securities LLC

Pickerington, OH

Pickerington, OH

CRD 6108306

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-13
OH RA APPROVED 2019-05-02
  • TX RA
    APPROVED_RES
    Since 2021-08-13
  • OH RA
    APPROVED
    Since 2019-05-02

Branch Locations

1785 Hill Road N, Pickerington, OH 43147 • United States

7915 Refugee Rd. Nw, Pickerington, OH 43147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Columbus OH 10/2011 10/2016
J.P. Morgan Securities Llc Columbus OH 10/2013 08/2020
Jp Morgan Chase Bank, N.A. Columbus OH 10/2016 04/2020
Jpmorgan Chase Bank Hilliard OH 04/2020 08/2020
J.P. Morgan Securities Llc Pickerington   OH 08/2020 Present
Jpmorgan Chase Bank, N.A. Pickerington   OH 08/2020 Present
  • 10/2011 → 10/2016
    Jpmorgan Chase Bank
    Columbus, OH
  • 10/2013 → 08/2020
    J.P. Morgan Securities Llc
    Columbus, OH
  • 10/2016 → 04/2020
    Jp Morgan Chase Bank, N.A.
    Columbus, OH
  • 04/2020 → 08/2020
    Jpmorgan Chase Bank
    Hilliard, OH
  • 08/2020 → Present
    J.P. Morgan Securities Llc
    Pickerington  , OH
  • 08/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Pickerington  , OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-26
S63 Uniform Securities Agent State Law Examination 2016-12-16
  • S66 Uniform Combined State Law Examination
    2019-04-26
  • S63 Uniform Securities Agent State Law Examination
    2016-12-16
Other Names
  • Isaac C Aulick
  • Isaac Aulick
  • Isaac Christain Aulick
  • Isaac Christian Aulick

View on SEC IAPD

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