Justin
Bailey
Ae Wealth Management, LLC
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About this Advisor
Justin Bailey is a financial advisor based out of Topeka, Kansas with a total of 3 years of industry experience. Bailey is an advisor for Ae Wealth Management, LLC. Throughout their career, they have worked at Waddell & Reed Inc, Madison Avenue Securities, LLC, Ae Wealth Management and Ae Financial Services, LLC. Bailey has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas. Ae Wealth Management, LLC is a registered investment firm that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It manages $19 billion in assets across its 160,475 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 71 charitable organizations. Of its 160,475 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. Ae Wealth Management, LLC performs a wide array 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 typically vary depending on which services are provided. However, fee types charged by Ae Wealth Management, LLC likely consist 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
Justin Bailey Work History
Justin has been registered as a financial advisor for 3 years.*
Ae Financial Services, LLC
Ae Wealth Management
Madison Avenue Securities, LLC
Waddell & Reed Inc
*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 Justin Bailey 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
Spring, TX
Topeka, KS
Mesa, AZ
Topeka, KS
Rossville, KS
Grapevine, TX
Denver, CO
Johns Island, SC
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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