Aaron Blackburn

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-19
VA	RA	APPROVED	2026-03-19

Branch Locations

9659 Patriot Hwy,, Fredericksburg, VA 22407 • United States

7203 Midlothian Tpke, Richmond, VA 23225 • United States

830 Wonder Rd, Suite 120, Stafford, VA 22554 • United States

14400 Hull Street Rd, Chesterfield, VA 23832 • United States

40 Prosperity Ln, Stafford, VA 22556 • United States

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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Fredericksburg	VA	03/2026	Present
Jpmorgan Chase Bank, N.A.	Fredericksburg	VA	03/2026	Present
Bank Of America	Richmond	VA	02/2023	03/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Richmond	VA	02/2023	03/2026
Wells Fargo	Mechanicsville	VA	10/2021	02/2023
Unemployed	Richmond	VA	05/2020	09/2021
Godsey & Gibb Inc	Richmond	VA	03/2019	04/2020
Mass Mutual/Mml Life Ins	Glen Allen	VA	10/2016	02/2019
Hoffman Beverage Co	Virginia Beach	VA	05/2013	09/2016

03/2026 → Present

J.P. Morgan Securities Llc

Fredericksburg, VA
03/2026 → Present

Jpmorgan Chase Bank, N.A.

Fredericksburg, VA
02/2023 → 03/2026

Bank Of America

Richmond, VA
02/2023 → 03/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA
10/2021 → 02/2023

Wells Fargo

Mechanicsville, VA
05/2020 → 09/2021

Unemployed

Richmond, VA
03/2019 → 04/2020

Godsey & Gibb Inc

Richmond, VA
10/2016 → 02/2019

Mass Mutual/Mml Life Ins

Glen Allen, VA
05/2013 → 09/2016

Hoffman Beverage Co

Virginia Beach, VA

2023-03-20 → 2026-03-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA
2022-03-10 → 2023-02-22

Wells Fargo Clearing Services, Llc

Mechanicsville, VA

Richmond, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-10

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