Jay JohnsonCRD 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.
Synovus Securities, Inc.
Bull Street Advisors
Cambridge Investment Research Advisors, Inc.
|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|
Total Assets Under Management19,640MILLIONS
Total Number of Accounts142,130ACCOUNTS
Average Account Value$138,184
- 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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