Andrew
Hackworth

Ae Wealth Management, LLC

CRD#7327123
Investment Advisor
in Dayton, OH

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About this Advisor

Andrew Hackworth is a financial advisor based in Dayton, Ohio, working with Ae Wealth Management, LLC. Andrew has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Performing Arts, Spectator Sports & Related Industries, Dayton Eye Surgery Center, Kohl's, Gordon Food Service Store, Wright State University, Mast Technology Services, Inc, Best Buy, Andrew Hackworth, Kalos Capital, Inc & Kalos Management, Arkadios Capital, Arkadios Wealth Advisors, Ae Wealth Management, LLC, and Russell Total Wealth & Wellness. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Andrew is part of Ae Wealth Management, LLC, which operates out of Dayton, Ohio. 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 65, Series 63

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

One Russell Place
Dayton, OH 45409

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

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

578

OH Average: 44
Total Number of Accounts

277,294

OH Average: 4,091
Average Account Size

$97,668

OH 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

Andrew Hackworth Work History

2024 - Present (0 year)

Ae Wealth Management, LLC

2022 - Present (2 years)

Arkadios Capital

2022 - Present (2 years)

Arkadios Wealth Advisors

2021 - Present (3 years)

Russell Total Wealth & Wellness

2015 - Present (9 years)

Andrew Hackworth

2021 - 2022 (1 year)

Kalos Capital, Inc & Kalos Management

2020 - 2021 (1 year)

J.P. Morgan Securities LLC

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2019 (< 1 year)

Dayton Eye Surgery Center

2019 - 2019 (< 1 year)

Mast Technology Services, Inc

2017 - 2017 (< 1 year)

Kohl'S

2017 - 2017 (< 1 year)

Best Buy

2016 - 2019 (3 years)

Performing Arts, Spectator Sports & Related Industries

2016 - 2017 (1 year)

Wright State University

2015 - 2019 (4 years)

Wright State University

2014 - 2018 (4 years)

Gordon Food Service Store

Disclosures

Please visit the SEC profile of Andrew Hackworth 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

Stewart Smith
Greenville, SC
Samantha Shucavage
Wilmington, NC
Troy Todd
Elizabethtown, KY
Ashley Romans
Topeka, KS
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, 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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