Jacob
Hall

Ae Wealth Management, LLC

CRD#6279465
Investment Advisor
in Puyallup, WA

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About this Advisor

Jacob Hall is a financial advisor working in Puyallup, Washington, who has been in the financial industry for 10 years. Hall is an advisor for Ae Wealth Management, LLC. Their career trajectory has included roles at Allied Mortgage, 1St Rate Mortgage, Hall Consulting Dba Pace Wealth Advisors, Legacy Group, Wj Bradley, Home Street Bank, Waddell Reed, Us Bank, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Evergreen Home Loans, Northwestern Mutual Wealth Management Company, Guardian Life Ins, Park Avenue Securities and Ae Wealth Management, LLC. Hall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Ae Wealth Management, LLC is a company that has its headquarters in Puyallup, Washington. The company has offices in 323 locations and a total of 475 people on staff. It handles $9 billion in assets under management across its 74,292 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 74,292 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Ae Wealth Management, LLC has a broad assortment 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. Financial management fee schedules typically depend on the financial services provided. However, fee types billed by Ae Wealth Management, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

Yes

Office Location

Puyallup, WA

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

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

475

WA Average: 44
Total Number of Accounts

74,292

WA Average: 4,091
Average Account Size

$115,541

WA Average: $548,316

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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

Jacob Hall Work History

Jacob has 10 years of experience.

2018 - Present (3 years)

Ae Wealth Management, LLC

2018 - Present (3 years)

Evergreen Home Loans

2010 - Present (11 years)

Hall Consulting Dba Pace Wealth Advisors

2016 - 2016 (< 1 year)

Northwestern Mutual Wealth Management Company

2016 - 2018 (2 years)

Guardian Life Ins

2016 - 2018 (2 years)

Park Avenue Securities

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2015 - 2015 (< 1 year)

Evergreen Home Loans

2014 - 2015 (1 year)

Us Bank

2013 - 2013 (< 1 year)

Wj Bradley

2013 - 2014 (1 year)

Home Street Bank

2013 - 2014 (1 year)

Waddell Reed

2012 - 2013 (1 year)

Legacy Group

2010 - 2010 (< 1 year)

Allied Mortgage

2010 - 2010 (< 1 year)

1St Rate Mortgage

Disclosures

Jacob Hall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Bradley Barkate
Bakersfield, CA
Nathaniel Miller
Topeka, KS
Christopher Davis
Orlando, FL
Amanda Jager
Elgin, IL
Kade Schoenrock
Riverton, UT
Michael Battaglia
Evansville, IN
Erik Morgan
Beaumont, TX
Jeremy Shaffer
Kahului, HI

This content was compiled from the SEC and FINRA.

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