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JA

Jean-philippe Aubry

J.P. AUBRY WEALTH ADVISORS
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 6297115
JA

Professional summary

Jean-philippe Aubry, who also goes by Jean Philippe Aubry, Jean-phillippe Aubry, Jp Aubry, Jean-philippe Aubry, is a registered financial advisor currently at J.P. AUBRY WEALTH ADVISORS, LLC located in Maitland, Florida.

Jean-philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jean-philippe has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jean Philippe Aubry | Jean-Phillippe Aubry | Jp Aubry | Jean-Philippe Aubry

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) - RIA

Click below to view Jean-philippe Aubry's CRS (Customer Relationship Summary).

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

Current

October 10, 2022 - Present

J.P. AUBRY WEALTH ADVISORS, LLC

Office #1: 549 North Wymore Road Suite 109, Maitland, FL 32751
RIA
CRD#: 322467
Maitland, FL
Past

June 15, 2020 - August 31, 2022

GWN SECURITIES INC.

RIA
CRD#: 128929
MAITLAND, FL
Past

July 16, 2019 - August 31, 2022

GWN SECURITIES INC.

BD
CRD#: 128929
MAITLAND, FL
Past

December 15, 2018 - June 26, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ORLANDO, FL

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/10/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/12/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/8/2018
Securities Industry Essentials Examination

Current Firm

JA
J.P. AUBRY WEALTH ADVISORS, LLC
AUBRY WEALTH ADVISORY, LLC | J.P. AUBRY WEALTH ADVISORS, LLC

CRD#: 322467 / SEC#:

Florida
Registered Investment Advisory firm - (10/10/2022 Approved)
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Contact information

Main Address
549 North Wymore Road Suite 109, Maitland, FL 32751
Mailing Address
Phone number
(407) 496-4097
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts56
AUM (Assets Under Management)$ 6,257,399

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

J.P. AUBRY WEALTH ADVISORS, LLC

CRD#: 322467Maitland, FL 32751

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