Jon R. Aagaard
Professional summary
Jon Robert Aagaard is a registered financial professional currently at VEST SECURITIES, LLC located in Mclean, Virginia.
Jon is registered as a RR (Registered Representative) and started their career in finance in 2004. Jon has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jon Robert Aagaard's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2025 - Present
VEST SECURITIES, LLC
Office #1: 8350 Broad Street Suite 240, Mclean, VA 22101July 21, 2016 - June 19, 2017
NUVEEN ASSET MANAGEMENT, LLC
July 21, 2016 - June 19, 2017
NUVEEN SECURITIES, LLC
May 5, 2014 - March 24, 2016
ELKHORN SECURITIES, LLC
September 30, 2013 - May 8, 2014
CAPE SECURITIES INC.
September 19, 2013 - August 8, 2016
ELKHORN INVESTMENTS
January 19, 2005 - November 4, 2008
GUGGENHEIM INVESTMENTS
July 29, 2004 - November 14, 2012
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 9/11/2025
General Securities Representative ExaminationFINRA
Current Firm
VEST SECURITIES, LLC
CRD#: 317379 / SEC#: , 8-70829
Contact information
FINRA licenses (19 States and Territories)
Documents
Red Flags
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