Jeffery
Musgrove
Ae Wealth Management, LLC
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About this Advisor
Jeffery Musgrove is a financial advisor operating out of Houston, Texas who has 1 year of relevant experience. Musgrove currently works for Ae Wealth Management, LLC. Their career trajectory has included roles at J.D. Mellberg Financial, Specialized Advisors, LLC, Changepath, LLC, Jg Musgrove Financial, LLC, Secure Investment Management, LLC, Bayou City Insurance Brokerage, LLC, Bayou City Financial Advisors, LLC, Tactical Marketing And Management Associates, LLC, Ae Wealth Management, LLC, Gradient Advisors, LLC and Jeffrey G Musgrove, Sole Proprietor. Musgrove holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Ae Wealth Management, LLC is an advisory business based in Topeka, KS. It has offices in 450 locations and a total of 571 financial advisors. It manages $19 billion in total assets among its 160,475 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 71 charities and foundations. Of its 160,475 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Ae Wealth Management, LLC offers a wide set 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 for financial advice largely vary depending on the type of financial services. Fees billed by Ae Wealth Management, LLC likely consist 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
Jeffery Musgrove Work History
Jeffery has been registered as a financial advisor for 1 years.*
Ae Wealth Management, LLC
Bayou City Insurance Brokerage, LLC
Bayou City Financial Advisors, LLC
Jg Musgrove Financial, LLC
Tactical Marketing And Management Associates, LLC
Jeffrey G Musgrove, Sole Proprietor
Gradient Advisors, LLC
Specialized Advisors, LLC
Changepath, LLC
Secure Investment Management, LLC
J.D. Mellberg Financial
*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 Jeffery Musgrove 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
Topeka, KS
Topeka, KS
Rossville, KS
Topeka, KS
Englewood, CO
Brighton, MI
Topeka, KS
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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