Jason Plucinak

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2026-06-04

MO RA
APPROVED

Since 2026-06-04

Branch Locations

301 E Pine St Suite 850, Orlando, FL 32801 • United States

Foristell, MO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Gwg Life	Minneapolis	MN	10/2007	10/2018
Ae Wealth Management, Llc	Topeka	KS	06/2026	Present
Jp Wealth Solutions, Llc	Minneapolis	MN	04/2018	Present
Iron Horse Landscape & Excavating, Llc,	Minneapolis	MN	04/2016	Present
Hilton Family Office	Alpharetta	GA	10/2025	Present
Hilton Private Capital	Foristell	MO	03/2026	Present
Emerson Equity Llc	San Mateo	CA	01/2015	12/2019
International Assets Advisory, Llc	Minneapolis	MN	01/2020	01/2020
Sequence Financial Specialists, Llc	Tampa	FL	03/2020	06/2023
Wealthforge Securities	Richmond	VA	06/2023	03/2026
Legion Capital Corporation	Orlando	FL	12/2019	Present

10/2007 → 10/2018

Gwg Life

Minneapolis, MN
06/2026 → Present

Ae Wealth Management, Llc

Topeka, KS
04/2018 → Present

Jp Wealth Solutions, Llc

Minneapolis, MN
04/2016 → Present

Iron Horse Landscape & Excavating, Llc,

Minneapolis, MN
10/2025 → Present

Hilton Family Office

Alpharetta, GA
03/2026 → Present

Hilton Private Capital

Foristell, MO
01/2015 → 12/2019

Emerson Equity Llc

San Mateo, CA
01/2020 → 01/2020

International Assets Advisory, Llc

Minneapolis, MN
03/2020 → 06/2023

Sequence Financial Specialists, Llc

Tampa, FL
06/2023 → 03/2026

Wealthforge Securities

Richmond, VA
12/2019 → Present

Legion Capital Corporation

Orlando, FL

Other Businesses

1. Legion Capital Corp; Investment Related: No; 301 E Pine St. #850, Orlando, FL 32801; Real Estate Development Projects; VP, Corp Finance; Start Date 12/2019; Approx hours per month: 80; Approx hours during trading: 60; Provide corporate finance strategy, operational oversight, and due diligence duties. 2. JP Wealth Solutions, LLC; Investment Related: Yes; 10836 Mulberry Drive, Foristell, MO 63348; DBA entity for investment related business and compensation; Owner; Start Date 04/2018; Approx hours per month: 4; Approx hours during trading: 0; I own the LLC. I am responsible for all operations, if any, and the tax liability, if any. 3. Iron Horse Landscape & Excavating, LLC. ; Investment Related: No; 348 Saint Francis Ave NW, Bethel, MN 55005; Residential Landscaping Company; Co-Owner; Start Date 04/2016; Approx hours per month: 1; Approx hours during trading: 0; I handle the back office work for this company in relation to taxes and finance. 4. Hilton Family Office; Investment Related: No; 12725 Morris Rd, Alpharetta, GA 30004; Personal organization focused on making a difference in the world by connecting people, collaboration on future technologies, and providing meaningful experiences for Hilton's network of colleagues and though leaders; Senior Advisor; Start Date 10/2025; Approx hours per month: 40; Approx hours during trading: 20; I manage the Hilton Family Office's network of relationships and represent the family at events and conferences.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-21
S63	Uniform Securities Agent State Law Examination	2011-02-25

S65 Uniform Investment Adviser Law Examination

2026-02-21
S63 Uniform Securities Agent State Law Examination

2011-02-25

Other Names

Jay William Plucinak
Jason W Plucinak
Jason William Plucinak

View on SEC IAPD