Jonathan Busch (CRD# 4988911) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Loveland, CO and has over 9 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Nov 2023 - Current | < 1 |
| Busch Capital Management | Loveland, CO | Nov 2023 - Current | < 1 |
| Jf Busch & Associates LLC | Loveland, CO | Aug 2011 - Current | 12 |
| Tucker Asset Management LLC | Littleton, CO | Aug 2017 - Sep 2023 | 6 |
| Park Ave Securities | Fort Collins, CO | Feb 2015 - Aug 2017 | 2 |
| Guardian Life Insurance | Fort Collins, CO | Feb 2015 - Jul 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CO
- FL
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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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