Union Capital
46yrs
Top advisor by experience at Union Capital
18yrs
Aaron Lampert
Financial advisor at J.P. Morgan Securities
Aaron Lampert has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Tucson, Arizona. Aaron has been with J.P. Morgan Securities since 2017; before that, Aaron spent two years at PFG Advisors and less than a year at LPL Financial. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 25% by experience at J.P. Morgan Securities
Office4398 N Campbell Ave, Tucson, AZ 85718
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- 2015 – 2017PFG AdvisorsPreviously
- Aug 2015 – Aug 2015LPL Financial LLCPreviously
- 2012 – 2015J.P. Morgan Securities LLCPreviously
- 2010 – 2012Chase Investment Services Corp.Previously
- Jan 2009 – Jul 2010Wells Fargo Investments, LLCPreviously
Contact Aaron
4398 N Campbell AveTucson, AZ 85718Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Aaron Lampert. Aaron works from the Tucson, AZ office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2008, about 18 years. Top 25% by experience at J.P. Morgan Securities.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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