Jeffrey
Wadsworth
Ae Wealth Management, LLC
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About this Advisor
Jeffrey Wadsworth is a certified financial planner working in Annapolis, Maryland with 6 years of industry experience. Wadsworth is currently employed by Ae Wealth Management, LLC. Their career trajectory has included roles at Gf Investment Services, LLC, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, Madison Avenue Securities, LLC and Wadsworth Financial Consulting, LLC. Wadsworth maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland 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 financial advisors. It oversees $19 billion in assets among its 160,475 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Ae Wealth Management, LLC has a number 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. Fees for financial advice typically are based on the financial services provided. Fee types billed by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
Jeffrey Wadsworth Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Ae Wealth Management, LLC
Madison Avenue Securities, LLC
Wadsworth Financial Consulting, LLC
Gf Investment Services, LLC
Global Financial Private Capital, LLC
*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 Jeffrey Wadsworth 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
York, PA
Lawrence, KS
Mesa, AZ
Platte City, MO
Topeka, KS
Winter Garden, FL
Denver, CO
Southfield, MI
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.
