Jason Stephen Tenney

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

• 04/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2003 → Present
  Kts Financial Group
  Midvale, UT

Other Businesses

1.) KTS FINANCIAL GROUP; YES INVESTMENT RELATED; 7396 S. UNION PARK AVE, MIDVALE, UT 84047; INSURANCE SALES; MANAGING DIRECTOR OF SALES; START DATE 08/2004; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-26
• S63 Uniform Securities Agent State Law Examination
  1998-11-05