Ae Wealth Management, LLC
About this Advisor
Jeremy Shaffer is a financial advisor whose office is in Kahului, Hawaii. Currently a registered investment advisor at Ae Wealth Management, LLC, they have accrued 10 years of experience in the financial advisory industry. Shaffer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Shaffer is able to work with customers based out of Hawaii and Texas. Over the course of their career, Shaffer has held roles at Charles Schwab & Co., Inc, The Lumberyard, Pizza Hut, Hyatt Regency Scottsdale Resort & Spa, The Old Spaghetti Factory, The Forum At Desert Harbor, Ea Buck, Parkland Securities, LLC, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Ae Wealth Management, LLC is based out of Kahului, Hawaii, and operates out of 323 other offices in the United States. Overall, Ae Wealth Management, LLC manages $9 billion in assets across 74,292 client accounts and employs more than 475 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ae Wealth Management, LLC provides 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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
Jeremy Shaffer Work History
Jeremy has 10 years of experience.
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Parkland Securities, LLC
Charles Schwab & Co., Inc
Hyatt Regency Scottsdale Resort & Spa
The Old Spaghetti Factory
The Forum At Desert Harbor
Jeremy Shaffer has no disclosures.
Please visit their SEC profile for more details.
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