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Christopher Robert Morrison

Ae Wealth Management, LLC

Ponte Vedra, FL

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-21
FL RA APPROVED 2019-01-16
  • TX RA
    APPROVED
    Since 2024-10-21
  • FL RA
    APPROVED
    Since 2019-01-16

Branch Locations

360 Town Plaza Ave Ste 340, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plan Member Securities Corporation Carpinteria CA 01/2015 09/2017
Img Wealth Management, Inc Jacksonville FL 09/2017 01/2019
Madison Avenue Securities, Llc San Diego CA 09/2017 12/2018
Ae Wealth Management, Llc Topeka KS 01/2019 Present
Nuventure Financial Group, Llc Jacksonville FL 01/2019 06/2024
Plan Member Securities Corporation Carpinteria CA 05/2017 09/2017
The Legacy Retirement Group Ponte Vedra FL 04/2009 Present
  • 01/2015 → 09/2017
    Plan Member Securities Corporation
    Carpinteria, CA
  • 09/2017 → 01/2019
    Jacksonville, FL
  • 09/2017 → 12/2018
    Madison Avenue Securities, Llc
    San Diego, CA
  • 01/2019 → Present
    Topeka, KS
  • 01/2019 → 06/2024
    Nuventure Financial Group, Llc
    Jacksonville, FL
  • 05/2017 → 09/2017
    Plan Member Securities Corporation
    Carpinteria, CA
  • 04/2009 → Present
    The Legacy Retirement Group
    Ponte Vedra, FL
Previous Registrations
Other Businesses

1) Power of Attorney; Yes Investment Related; 128 Dundee Place, St. Johns Florida 32259; Power of Attorney; Start Date 01/2023; Approx. 5 hours a month; Approx. 20 hours during trading; Power of Attorney 2) The Legacy Retirement Group; Yes Investment Related; 360 Town Plaza Ave, Ste 360, Ponte Vedra FL 32081; Retirement Planning offering wealth management strategies along with insurance based products, Renting office space to a unrelated business professional; President; 04/2009; 20hrs/Mo; 20hrs/Mo during Securities Trading Hours; My responsibility is to maintain the agency licensing and offer insurance based products to prospects and clients when there is a need.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-05-30
S65 Uniform Investment Adviser Law Examination 2017-05-10
  • S63 Uniform Securities Agent State Law Examination
    2017-05-30
  • S65 Uniform Investment Adviser Law Examination
    2017-05-10
Other Names
  • Christopher Morrison
  • Chris Morrison

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