Ae Wealth Management, LLC

Investment Advisor
in Coldwater, MI

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About this Advisor

James Morrison is a financial advisor who works in Coldwater, Michigan who has 6 years of industry experience. Morrison is an employee of Ae Wealth Management, LLC. Their career trajectory has included roles at James J. Morrison & Associates Dba Morrison Financial Group, Sigma Financial Corporation, Spc, Gf Investment Services, LLC, Global Financial Private Capital, LLC and Ae Wealth Management, LLC. Morrison maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Ae Wealth Management, LLC is a registered investment firm based in Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It oversees $19 billion in assets under management among its 160,475 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Ae Wealth Management, LLC has a wide set 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Ae Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Coldwater, MI

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management


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


MI Average: 44
Total Number of Accounts


MI Average: 4,091
Average Account Size


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

James Morrison Work History

James has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Ae Wealth Management, LLC

1972 - Present (52 years)

James J. Morrison & Associates Dba Morrison Financial Group

2013 - 2017 (4 years)

Gf Investment Services, LLC

2013 - 2017 (4 years)

Global Financial Private Capital, LLC

2005 - 2013 (8 years)

Sigma Financial Corporation

2005 - 2013 (8 years)


*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.


Please visit the SEC profile of James Morrison 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

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Spring, TX
Sean Hite
Honolulu, HI
Scott Winstead
Grapevine, TX
Shawn Mueller
Southfield, MI
Chad Ensign
Mesa, AZ
Jacob Haynes
Platte City, MO
Kade Schoenrock
Midvale, UT
David Swenson
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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