AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JL

John T. Lloyd

Some features on this profile are disabled
CRD#: 1063479
JL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Tod Lloyd, who also goes by Jack Lloyd, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Lloyd

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 24, 2013 - July 2, 2015

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

April 22, 2002 - August 2, 2010

VERITRUST FINANCIAL, LLC

BD
CRD#: 106594
AUSTIN, TX
Past

September 22, 1988 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

February 12, 1987 - October 30, 1987

PRINCIPAL SECURITIES, INC.

BD
CRD#: 14819
Past

September 12, 1986 - September 1, 1988

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

September 27, 1985 - September 29, 1986

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
Past

February 23, 1984 - September 25, 1984

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

August 5, 1983 - February 24, 1984

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

November 26, 1982 - June 27, 1983

STRUCTURED SHELTERS SECURITIES, INC.

BD
CRD#: 10307

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/31/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/6/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AC
AARON CAPITAL INCORPORATED
AARON CAPITAL INCORPORATED | AARON CAPITAL, INCORPORATED

CRD#: 28583 / SEC#: , 8-44000

BD
Terminated by SEC on 09/30/2022
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2244 Faraday, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Texas since 10/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WOLFE, DAVID SANFORDCHAIRMAN/CEO/CCO1019315
CARTER, ANA RCFO/FINOP4424794

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AARON CAPITAL INCORPORATED

CRD#: 28583

TRUST BUT VERIFY

Monitor John Lloyd

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics