Bradley
Jones

Ae Wealth Management, LLC

CRD#5115050
Investment Advisor
in Brighton, MI

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About this Advisor

Bradley Jones is a financial advisor based in Brighton, Michigan, working with Ae Wealth Management, LLC. Bradley has previously held positions at Metlife/Msi, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Ae Financial Services, LLC, Ae Wealth Management, LLC, Strickler Jones Financial Group, Hantz Financial Services, and Jones Retirement Advisors, LLC. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Bradley is part of Ae Wealth Management, LLC, which operates out of Brighton, Michigan. 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

Series 63, Series 65

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

230 N 2Nd St Ste 200
Brighton, MI 48116

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

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

578

MI Average: 44
Total Number of Accounts

277,294

MI Average: 4,091
Average Account Size

$97,668

MI Average: $548,316

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

Bradley Jones Work History

2021 - Present (3 years)

Jones Retirement Advisors, LLC

2020 - Present (4 years)

Ae Financial Services, LLC

2020 - Present (4 years)

Ae Wealth Management, LLC

2019 - 2021 (2 years)

Strickler Jones Financial Grop

2016 - 2016 (< 1 year)

Metlife/Msi

2016 - 2020 (4 years)

Massachusetts Mutual Life Insurance Company

2016 - 2020 (4 years)

Mml Investors Services, LLC

2016 - 2020 (4 years)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Metlife/Msi

2011 - 2016 (5 years)

Hantz Financial Services

2006 - 2016 (10 years)

Hantz Financial Services

Disclosures

Please visit the SEC profile of Bradley Jones 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

Jeremiah Sullivan
Topeka, KS
Stewart Smith
Greenville, SC
Douglas Lederer
Omaha, NE
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Troy Todd
Elizabethtown, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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