Jonathan Hoskins (CRD# 7741685) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beloit, WI and has 1 year of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5354977
Madison Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management | Topeka, KS | May 2023 - Current | < 1 |
| Seyller Financial Group, LLC | Rockford, IL | Feb 2023 - Current | 1 |
| Kp Counseling | Rockford, IL | May 2017 - Feb 2023 | 5 |
| Mariano's Grocery | Wheaton, IL | Feb 2016 - May 2017 | 1 |
| Aurora University | Woodstock, IL | Sep 2015 - May 2017 | 1 |
| Camp Vertical Extreme | Rockford, IL | May 2014 - Sep 2015 | 1 |
| Calvin College | Grand Rapids, MI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IL
- TX
- WI
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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