Jacob
Mccrory
Ae Wealth Management, LLC
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About this Advisor
Jacob Mccrory is a financial advisor who works in Indianapolis, Indiana with 2 years of industry experience. Mccrory works at Ae Wealth Management, LLC. The advisor has gained experience at Dpw Financial, Ae Wealth Management, LLC, Bkd Llp, Rsmus Llp, Katz, Sapper, & Miller, Llp, Modern Woodmen Fraternol Financial, Dunham'S Athleisure Corporation, Fanfare Tickets, Pearson Education, Baldwin & Lyons, Inc, Carmel High School and Student. Mccrory has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Indiana. Ae Wealth Management, LLC is a registered investment business based out of Topeka, KS. It has offices in 450 locations and a total of 571 people on staff. It has $19 billion in total assets across its 160,475 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 71 charitable organizations. Of its 160,475 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, such as 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 for financial management largely depend on which service is provided. However, fees billed by Ae Wealth Management, LLC likely are comprised of some combination 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
$19,248,840,448
571
160,475
$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
Jacob Mccrory Work History
Jacob has been registered as a financial advisor for 2 years.*
Ae Wealth Management, LLC
Dpw Financial
Bkd Llp
Rsmus Llp
Katz, Sapper, & Miller, Llp
Baldwin & Lyons, Inc
Modern Woodmen Fraternol Financial
Dunham'S Athleisure Corporation
Fanfare Tickets
Pearson Education
Student
Carmel High School
*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 Jacob Mccrory 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
Oviedo, FL
York, PA
Southfield, MI
Topeka, KS
Topeka, KS
Mesa, AZ
Platte City, MO
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.
