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Jeffrey Richard Green

Ae Wealth Management, LLC

Loveland, CO

Westminster, CO

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-05-23
  • CO RA
    APPROVED
    Since 2018-05-23

Branch Locations

5401 Stone Creek Cir, Loveland, CO 80538 • United States

1499 W 120Th Ave Ste 110, Westminster, CO 80234 • 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
Summit Limousine Johnstown CO 01/2002 01/2022
Ae Wealth Management Topeka KS 05/2018 Present
Layman Lewis Financial Group Loveland CO 10/2016 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-19
  • S66 Uniform Combined State Law Examination
    2016-04-19
Other Names
  • Jeff Green

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