Cody
Emerson

Ae Wealth Management, LLC

CRD#7250070
Investment Advisor
in Jacksonville, FL

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About this Advisor

Cody Emerson is a financial advisor operating in Jacksonville, Florida who has 1 year of industry experience. Emerson is currently employed by Ae Wealth Management, LLC. Their career trajectory has included roles at First Command Financial Planning, Inc, Pala Casino Spa & Resort, United States Marine Corps, Hartzell Engine Technologies, Unemployed/ High School Student, Student At Palomar College, First Command Brokerage Services Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Fidelity Investments, Dlp Capital, J. Biance Financial, Student and Ae Wealth Management, LLC. Emerson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Ae Wealth Management, LLC is an advisory company operating out of Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 employees. It manages $19 billion in assets across its 160,475 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 71 charitable organizations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a wide range of services, including 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 charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 Riverplace Blvd. Suite 2420
Jacksonville, FL 32207

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

FL Average: $2,243,162,756
Total Number of Employees

571

FL Average: 44
Total Number of Accounts

160,475

FL Average: 4,091
Average Account Size

$119,949

FL Average: $548,316

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

Cody Emerson Work History

Cody has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

J. Biance Financial

2022 - Present (2 years)

Student

2022 - Present (2 years)

Ae Wealth Management, LLC

2022 - 2022 (< 1 year)

Dlp Capital

2021 - 2021 (< 1 year)

Fidelity Investments

2021 - 2022 (1 year)

Student

2020 - 2020 (< 1 year)

First Command Financial Planning, Inc

2020 - 2021 (1 year)

First Command Brokerage Services Inc

2020 - 2021 (1 year)

First Command Advisory Services, Inc

2020 - 2021 (1 year)

First Command Insurance Services, Inc

2019 - 2021 (2 years)

Student At Palomar College

2018 - 2019 (1 year)

Pala Casino Spa & Resort

2018 - 2018 (< 1 year)

Hartzell Engine Technologies

2018 - 2018 (< 1 year)

Student At Palomar College

2016 - 2018 (2 years)

United States Marine Corps

2013 - 2016 (3 years)

United States Marine Corps

2009 - 2013 (4 years)

Unemployed/ High School Student

*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 Cody Emerson 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

Scott Winstead
Grapevine, TX
Joshua Miller
Lawrence, KS
Chelsea Mcgee
Oviedo, FL
Kade Schoenrock
Midvale, UT
Thomas Baldwin
York, PA
Lennrd Fly
Johns Island, SC
Shawn Mueller
Southfield, MI
John Del-Zio
Topeka, KS

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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