Aaron Harrison has been an investment adviser representative at Vertis Wealth since August 2024, and is not listed among the firm’s executive officers or direct owners.
Vertis Wealth, LLC is a Chicago, IL firm with $141M under management, 835 clients and 6 advisers across 7 offices, as of its March 2026 filing.
Aaron Harrison’s longest registration was 10 years at Ameriprise Financial Services, LLC (2012–2023). Before joining Vertis Wealth in 2024, Aaron Harrison was registered through Citizens Securities, Inc. and Ameriprise Financial Services, LLC.
- Citizens Securities, Inc.– · under a yearTaylor, MI · Adviser representative · Firm CRD 39550
- Citizens Securities, Inc.– · under a yearTaylor, MI · Adviser representative · Firm CRD 39550
- Ameriprise Financial Services, LLC– · 10 yearsSouthgate, MI · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Aaron Harrison is registered as an investment adviser representative in 6 states. The first approvals date from August 2024; the most recent is Florida, in July 2025.
- AlabamaSince 7 October 2024
- FloridaSince 1 July 2025
- IllinoisSince 9 December 2024
- MichiganSince 12 August 2024
- New JerseySince 13 November 2024
- TennesseeSince 18 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 March 2012 |
| Series 7 | General Securities Representative Examination | 10 February 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Lee Harrison
- CRD
- 5975328
- Firm
- Vertis Wealth · CRD 307270
- Office
- 875 NORTH MICHIGAN AVE., UNIT 3940, Chicago, IL 60611
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Harrison work?
Aaron Harrison is an investment adviser representative registered through Vertis Wealth, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Harrison a financial advisor?
Yes. Aaron Harrison has a current investment-adviser registration in Alabama, Florida, Illinois, Michigan, New Jersey and Tennessee, through Vertis Wealth since August 2024.
How many years of experience does Aaron Harrison have?
Aaron Harrison has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has Aaron Harrison passed?
Aaron Harrison has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2012. FINRA credited Aaron Harrison with the SIE, which began in October 2018.
Where did Aaron Harrison work before Vertis Wealth?
Before Vertis Wealth, Aaron Harrison was registered through Citizens Securities, Inc., April 2023 to August 2023; Citizens Securities, Inc., March 2023 to March 2023; Ameriprise Financial Services, LLC, March 2012 to March 2023.
Where is Aaron Harrison based?
Aaron Harrison’s registered office is in Chicago, IL.
Is Aaron Harrison registered with FINRA?
No. Aaron Harrison has no current broker registration.
How can I verify Aaron Harrison’s record?
Search CRD 5975328 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Harrison’s full registration record.
