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Jeffrey Todd Chambley

AON SECURITIES
Atlanta, GA
·CRD# 3129456·28 years experience

Professional Summary

Jeffrey Todd Chambley, who also goes by J. Todd Chambley, Todd Chambley, is a registered financial advisor currently at AON SECURITIES LLC located in Atlanta, Georgia. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

J. Todd Chambley, Todd Chambley

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

AON SECURITIES LLC·CRD# 4138
RIA
BD
3 Ravinia Drive 22nd Floor, Atlanta, GA 30346
January 4, 2000 - Present
WESTPORT FINANCIAL SERVICES, L.L.C.·CRD# 38449
BD
Jacksonville, FL
December 4, 1998 - December 31, 1999

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Current Firm

AON SECURITIES LLC
AON SECURITIES LLC

AON BENFIELD SECURITIES, INC. | RBH EQUITIES, INC. | AON SECURITIES LLC | AON SECURITIES INC. | AON SECURITIES CORPORATION | AON CAPITAL MARKETS

CRD#: 4138 / SEC#: 801-106546, 8-14953
RIA
Registered Investment Advisory firm - SEC (9/1/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

200 East Randolph Street, Chicago, IL 60601

Mailing Address

200 East Randolph Street, Chicago, IL 60601

Phone Number

(312) 381-4488

Established

Delaware since 09/11/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

14

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

AON SECURITIES FORM ADV PART 2A BROCHURE (3/26/2026)

Direct owners and executive officers

NamePositionCRD#
AON GROUP, INC.SHAREHOLDER—
AS HOLDINGS, INC.SHAREHOLDER—
CHAMBLEY, JEFFREY TODDDIRECTOR3129456
DELANEY, WILLIAM LEO JRDIRECTOR (01/1999)/PRESIDENT (06/2000)/GENERAL SECURITIES PRINCIPAL (01/2001)1997937
EHRHART, BRYON GERARDDIRECTOR (05/2002)2932770
MACKUNIS, KENNETH JAMESDIRECTOR2612504
MONAGHAN, KATHLEEN NICOLEDIRECTOR6833059
MORRIS, GREGORY PAULCHIEF COMPLIANCE OFFICER1317320
PASALICH, MAGDALINE GARRISDIRECTOR, CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7143931
PENNAY, RICHARD ERIK CHARLESCEO (10/2024), DIRECTOR5475857
WARD, BRYAN RICHARDDIRECTOR3107835

Disclosures

Regulatory Event

3

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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.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AON SECURITIES LLC
AON SECURITIES LLC

AON BENFIELD SECURITIES, INC. | RBH EQUITIES, INC. | AON SECURITIES LLC | AON SECURITIES INC. | AON SECURITIES CORPORATION | AON CAPITAL MARKETS

CRD#: 4138 / SEC#: 801-106546, 8-14953
RIA
Registered Investment Advisory firm - SEC (9/1/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(1/4/2000)
RR
New York
(3/28/2025)
RR
Pennsylvania
(1/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1998About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Todd Chambley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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