James Jeansonne (CRD# 4044496) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Jasper, TX and has over 24 years of experience in the finance industry. James Jeansonne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5289553
Edward Jones
CRD# 6477322
Edward Jones
CRD# 2373433
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tax Prep | Jasper, TX | Dec 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2018 - Current | 5 |
| National Savers Retirement Services, Llc Dba Jeansonne Finanical | Jasper, TX | Oct 2009 - Current | 14 |
| Global Financial Private Capital, LLC | Sarasota, FL | Mar 2010 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
- TX
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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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