John
Girault Iii

Ae Wealth Management, LLC

CRD#7517347
Investment Advisor
in Valley Park, MO

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About this Advisor

John Girault Iii is a financial advisor working out of Valley Park, Missouri with 1 year of relevant experience. Girault Iii works at Ae Wealth Management, LLC. Over the course of their career, Girault Iii has held roles at Ae Wealth Management, LLC, Fefa Asset Management, LLC, Fefa Advisors LLC, Jos A. Bank and Laporte Cpas & Business Advisors. Girault Iii maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Missouri. Ae Wealth Management, LLC is an advisory firm based in Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It oversees $19 billion in assets across its 160,475 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Ae Wealth Management, LLC performs 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 charged by financial advisors usually depend on which services are provided. However, fee types billed by Ae Wealth Management, LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

530 Vance Road
Valley Park, MO 63088

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

MO Average: 44
Total Number of Accounts

160,475

MO Average: 4,091
Average Account Size

$119,949

MO 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

John Girault Iii Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ae Wealth Management, LLC

2022 - Present (2 years)

Fefa Asset Management, LLC

2022 - Present (2 years)

Fefa Advisors LLC

2015 - 2021 (6 years)

Laporte Cpas & Business Advisors

2013 - 2015 (2 years)

Jos A. Bank

*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 John Girault Iii 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

Joshua Miller
Lawrence, KS
William Sneckner
Englewood, CO
Ryan Vandevelde
Rossville, KS
Shawn Mueller
Southfield, MI
John Del-Zio
Topeka, KS
Dalton Minor
Topeka, KS
Sheila Snowdon
Winter Garden, FL
Ashley Robinson
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.

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