Jay
Johnson

Ae Wealth Management, LLC

CRD#7127689
Investment Advisor
in Bluffton, SC

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About this Advisor

Jay Johnson is a financial advisor operating out of Bluffton, South Carolina with 4 years of relevant experience. Johnson is an employee of Ae Wealth Management, LLC. Johnson has gained experience at Ae Wealth Management, LLC, Simply Stated Retirement Solutions, Ptmw and General Electric. Johnson holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in South Carolina and Texas. Ae Wealth Management, LLC is a business based in Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It manages $19 billion in assets under management between its 160,475 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a broad 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

158 State St. Suite 2B
Bluffton, SC 29910

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

SC Average: 44
Total Number of Accounts

160,475

SC Average: 4,091
Average Account Size

$119,949

SC 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

Jay Johnson Work History

Jay has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ae Wealth Management, LLC

2019 - Present (5 years)

Simply Stated Retirement Solutions

2018 - 2019 (1 year)

Ptmw

2002 - 2018 (16 years)

General Electric

*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 Jay Johnson 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

Russell Mercier
Tampa, FL
John Girault Iii
Valley Park, MO
Kacy Brannum
Valley Park, MO
Heather Lauseng
Topeka, KS
Kade Schoenrock
Midvale, UT
Suzanne Maassel
Maumee, OH
Vincent Buttaro
Topeka, KS
Thomas Baldwin
York, PA

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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