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Jacob Warner Wagaman

Ae Wealth Management, LLC

Huntsville, AL

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-02-28
TN RA APPROVED 2025-02-28
TX RA APPROVED_RES 2025-02-28
  • AL RA
    APPROVED
    Since 2025-02-28
  • TN RA
    APPROVED
    Since 2025-02-28
  • TX RA
    APPROVED_RES
    Since 2025-02-28

Branch Locations

305 Quality Circle Nw Ste B, Huntsville, AL 35806 • 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
Raymond James & Associates Inc Huntsville AL 11/2020 09/2022
Albireo Energy Huntsville AL 11/2018 11/2020
California State University, Los Angeles Los Angeles CA 05/2015 05/2018
Unemployed Huntsville AL 05/2018 11/2018
Redstone Federal Credit Union Huntsville AL 10/2022 02/2025
Lpl Financial Huntsville AL 10/2022 02/2025
Ae Wealth Management, Llc Topeka KS 02/2025 Present
Wg Financial Group Huntsville AL 02/2025 Present
  • 11/2020 → 09/2022
    Huntsville, AL
  • 11/2018 → 11/2020
    Albireo Energy
    Huntsville, AL
  • 05/2015 → 05/2018
    California State University, Los Angeles
    Los Angeles, CA
  • 05/2018 → 11/2018
    Unemployed
    Huntsville, AL
  • 10/2022 → 02/2025
    Redstone Federal Credit Union
    Huntsville, AL
  • 10/2022 → 02/2025
    Lpl Financial
    Huntsville, AL
  • 02/2025 → Present
    Topeka, KS
  • 02/2025 → Present
    Wg Financial Group
    Huntsville, AL
Previous Registrations
Other Businesses

WG Financial Group; Yes Investment Related; 305 Quality Circle NW, Suite B, Huntsville, AL 35806; Insurance Sales; Financial Advisor; 2/2025; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Advising on Finances.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2021-03-19

View on SEC IAPD

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