Ae Wealth Management, LLC

Investment Advisor
in Kahului, HI

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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

Series 63, Series 65

Years of Experience

10 years

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

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management


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


HI Average: 44
Total Number of Accounts


HI Average: 4,091
Average Account Size


HI Average: $548,316

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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.

2019 - Present (2 years)

Ea Buck

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

2019 - 2019 (< 1 year)

Parkland Securities, LLC

2016 - 2019 (3 years)

Charles Schwab & Co., Inc

2014 - 2016 (2 years)

Hyatt Regency Scottsdale Resort & Spa

2014 - 2014 (< 1 year)

The Old Spaghetti Factory

2013 - 2014 (1 year)

The Lumberyard

2011 - 2013 (2 years)

Pizza Hut

2010 - 2011 (1 year)

The Forum At Desert Harbor


Jeremy Shaffer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Nichole Boyd
Loveland, CO
Jonathan Frances
Palm Beach Gardens, FL
Ian Weiner
Overland Park, KS
Bradley Barkate
Bakersfield, CA
Erik Morgan
Beaumont, TX
Samantha Shucavage
Wilmington, NC
Matthew Davis
Inverness, FL
Jonathan Altmeyer
Coeur D Alene, ID

This content was compiled from the SEC and FINRA.

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