Jonathan
Marshall
Ae Wealth Management, LLC
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About this Advisor
Jonathan Marshall is a financial advisor based out of Venice, Florida who has 1 year of relevant experience. Marshall is an advisor for Ae Wealth Management, LLC. Marshall has gained experience at Lincoln Financial Securities Corporation`, Lincoln Financial Securities Coporation, Ae Wealth Management, LLC, Dg Advisors and Dg Wealth. Marshall holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Ae Wealth Management, LLC is a registered investment firm operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 employees. It controls $19 billion in total assets among its 160,475 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 160,475 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a broad 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 are based on which services the firm provides the client. Fees billed by Ae Wealth Management, LLC likely are comprised of any blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$19,248,840,448
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
571
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
160,475
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$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
Jonathan Marshall Work History
Jonathan has been registered as a financial advisor for 1 years.*
Dg Wealth
Ae Wealth Management, LLC
Dg Advisors
Lincoln Financial Securities Coporation
Lincoln Financial Securities Corporation`
*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 Jonathan Marshall 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
Mesa, AZ
Topeka, KS
Honolulu, HI
Platte City, MO
Winter Garden, FL
Lawrence, KS
Topeka, KS
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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