JA
JA

James Aghayere

15 Years of Experience
Arlington, TX
1 DisclosureBroker

James Aghayere is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

3901 Arlington Highlands Blvd, Arlington, TX, 76018

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2025
Other Business Activities

James is involved in real estate rental activities since 2019, dedicating minimal time to this endeavor.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2025 · 12 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2025 · 12 yrs 4 mos
Chase Investment Services CORP.
June 2012 - October 2012 · 4 mos
Chase Investment Services CORP.Broker
May 2010 - October 2012 · 2 yrs 5 mos
State Registrations10 states
CACTDEFLINMNNYOKTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Aghayere - Financial Advisor | TrueAdvisor