Josiah
Jazwa
Ae Wealth Management, LLC
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About this Advisor
Josiah Jazwa is a financial advisor based in Winter Garden, Florida, working with Ae Wealth Management, LLC. Josiah has previously held positions at Ameriprise Financial Services, LLC, Integrity Financial, Next Financial, Hoty Enterprises, Baldwin Wallace University, Ohio Auditor Of State, Kuper Hilton & Kaminski, B&B Paper Converters, Cohen & Company, The Lifewealth Group, Madison Avenue Securities, and Ae Wealth Management. Josiah has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Josiah is part of Ae Wealth Management, LLC, which operates out of Winter Garden, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Josiah Jazwa Work History
The Lifewealth Group
Madison Avenue Securities
Ae Wealth Management
Ameriprise Financial Services, LLC
Integrity Financial, Next Financial
Hoty Enterprises
Ohio Auditor Of State
Kuper Hilton & Kaminski
Cohen & Company
Baldwin Wallace University
B&B Paper Converters
Disclosures
Please visit the SEC profile of Josiah Jazwa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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