Jason
Johnson
Ae Wealth Management, LLC
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About this Advisor
Jason Johnson is a financial advisor based out of Denver, Colorado, with a total of 2 years of relevant experience. Johnson is an advisor for Ae Wealth Management, LLC. Throughout their career, they have worked at Woodbury Financial Services, Inc, Cabot Lodge Securities LLC, Cl Wealth Management LLC, St. Vrain Valley School District, Madison Avenue Securities, LLC, Ae Wealth Management, LLC and Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company. Johnson maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Colorado, North Carolina and Texas. Ae Wealth Management, LLC is a business that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 employees. It manages $19 billion in assets under management between its 160,475 accounts, placing it among the largest firms in the country by assets under management. The firm serves 71 charitable organizations. Of its 160,475 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Johnson Work History
Jason has been registered as a financial advisor for 2 years.*
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company
Cabot Lodge Securities LLC
Cl Wealth Management LLC
St. Vrain Valley School District
Woodbury Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Oviedo, FL
Denver, CO
Topeka, KS
Winter Garden, FL
Mesa, AZ
Midvale, UT
Topeka, KS
Platte City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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