James Aaron Morrow

Investment Adviser Representative at LJI WEALTH MANAGEMENT, LLC

INDIANAPOLIS, INCRD #2870182Dual-registered

Disclosure(s) on record — verify on FINRA BrokerCheck

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

25 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Indiana

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 10/12/2000

Series 31

Futures Managed Funds Examination

Passed 6/19/2009

Series 7

General Securities Representative Examination

Passed 9/12/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.014

Source

LJI WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHARLES SCHWAB & CO., INC.

9/13/2000 – 8/16/2004WESTLAKE, TX

RAYMOND JAMES & ASSOCIATES, INC.

8/31/2004 – 10/12/2009FISHERS, IN

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Aaron Morrow has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.