Jay Johnson, financial advisor Bluffton SC

Jay Johnson

CRD Number: 7127689
Current Firm: Ae Wealth Management, LLC

Jay Johnson (CRD# 7127689) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bluffton, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Jun 2019 - Current 3
Simply Stated Retirement Solutions Bluffton, SC May 2019 - Current 3
Ptmw Topeka, KS Feb 2018 - Apr 2019 1
General Electric Greenville, SC Mar 2002 - Feb 2018 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Jay L. Johnson
Phone Number: 866-363-9595
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    19,640
    MILLIONS
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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