Jeffrey Richard Green

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

• 01/2002 → 01/2022
  Summit Limousine
  Johnstown, CO
• 05/2018 → Present
  Ae Wealth Management
  Topeka, KS
• 10/2016 → Present
  Layman Lewis Financial Group
  Loveland, CO

Previous Registrations

• 2016-04-20 → 2016-06-02
  Edward Jones
  Fort Collins, CO
  St Louis, MO

Other Businesses

1.) LAYMAN LEWIS FINANCIAL GROUP; YES INVESTMENT RELATED; 5401 STONE CREEK CIRCLE, LOVELAND, CO, 80538; INSURANCE SALES; ASSOCIATE ADVISOR; START DATE 10/2016; APPROX 152 HOURS/MONTH; APPROX 152 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-19

Other Names

• Jeff Green