Jenna Leigh Simpson

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

• 08/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2021 → 12/2023
  Ashwood Financial Group
  Jacksonville, FL
• 10/2020 → Present
  Nuventure Financial Group
  Jacksonville, FL
• 02/2018 → 04/2021
  Cracker Barrel
  Jacksonville, FL
• 01/2018 → 06/2020
  Van Wie Financial Group
  Jacksonville, FL
• 03/2017 → 12/2017
  Bono'S Bbq
  Jacksonville, FL
• 04/2016 → 06/2017
  Olive Garden
  Jacksonville, FL
• 09/2023 → Present
  Ashwood Metrics
  Jacksonville, FL

Other Businesses

1. NUVENTURE FINANCIAL GROUP; YES INVESTMENT RELATED; 10151 DEERWOOD PARK BLVD BLDG 100, SUITE 120 JACKSONVILLE, FL 32256; INSURANCE SALES; OPERATIONS MANAGER; START DATE 10/2020; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. ASHWOOD METRICS; NOT INVESTMENT RELATED; 13720 OLD ST AUGUSTINE RD , STE 8-304, JACKSONVILLE, FL 32258; FIN-TECH; OWNER; 9/4/2023; 15HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I HAVE A CREATIVE DIRECTOR WHO WILL BE MANAGING A MAJORITY OF THE OPERATIONS ONCE SALES BEGIN IN 2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-10

Designations

• Certified Financial Planner

Other Names

• Jenna Leigh Lolly