Jacob Thomas Mccrory

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:

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2021-02-26

IN RA
APPROVED

Since 2021-02-26

Branch Locations

8888 Keystone Xing Ste 1300, Indianapolis, IN 46240 • 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

Organization	City	State	From	To
Dpw Financial	Indianapolis	IN	06/2020	Present
Ae Wealth Management, Llc	Topeka	KS	02/2021	Present
Bkd Llp	Indianapolis	IN	09/2018	04/2020
Rsmus Llp	Dallas	TX	07/2017	08/2017
Katz, Sapper, & Miller, Llp	Indianapolis	IN	01/2017	04/2017
Unemployed	Indianapolis	IN	04/2020	06/2020
Student	Lafayette	IN	08/2013	05/2018
Unemployed	Indianapolis	IN	05/2018	09/2018

06/2020 → Present

Dpw Financial

Indianapolis, IN
02/2021 → Present

Ae Wealth Management, Llc

Topeka, KS
09/2018 → 04/2020

Bkd Llp

Indianapolis, IN
07/2017 → 08/2017

Rsmus Llp

Dallas, TX
01/2017 → 04/2017

Katz, Sapper, & Miller, Llp

Indianapolis, IN
04/2020 → 06/2020

Unemployed

Indianapolis, IN
08/2013 → 05/2018

Student

Lafayette, IN
05/2018 → 09/2018

Unemployed

Indianapolis, IN

Other Businesses

1.) DPW FINANCIAL; YES INVESTMENT RELATED; 8888 KEYSTONE CROSSINGS SUITE 1300 INDIANAPOLIS, IN 46240; INSURANCE SALES; INVESTMENT ADVISOR; START DATE 06/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-15

S65 Uniform Investment Adviser Law Examination

2021-01-15

View on SEC IAPD