James Eric Jeansonne

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 10/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 10/2009 → Present
  National Savers Retirement Services, Llc Dba Jeansonne Finanical
  Jasper, TX
• 10/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2022 → Present
  Tax Prep
  Jasper, TX
• 01/2025 → Present
  Cattle Farm
  Jasper, TX

Previous Registrations

• 2010-03-29 → 2018-10-02
  Global Financial Private Capital, Inc.
  Jasper, TX
  Sarasota, FL
• 2008-07-15 → 2010-04-05
  Leo Brokerage, Llc
  Jasper, TX
  Jasper, TX

Other Businesses

1. NATIONAL SAVERS RETIREMENT SERVICES, LLC; YES INVESTMENT RELATED; 300 E HOUSTON ST, JASPER, TX 75951; INSURANCE SALES; PRESIDENT; START DATE 10/2009; APPROX 20 HRS/MONTH; APPROX 20 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. TAX PREP; YES INVESTMENT RELATED; 300 E HOUSTON ST, JASPER, TX 75951; TAX PREP; OWNER/PRESIDENT; START DATE 12/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; OVERSEE OPERATIONS AND MARKETING OF THE BUSINESS. 3. CATTLE FARM; NOT INVESTMENT RELATED; 1049 COUNTY ROAD 138, JASPER, TX 75951; OWNER; START DATE 01/2025; APPROX 20 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; CATTLE FARM. 4. RENTAL PROPERTY; NOT INVESTMENT RELATED; 308 E LAMAR JASPER, TX 75951; RENTAL ACTIVITY; OWNER; 7/1/2026; 1HR/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I WILL MANAGE THE RENTAL MYSELF, NO PROPERTY MANAGER.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-28

Designations

• Certified Financial Planner

Other Names

• Jimmy Jeansonne