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Ryan B Jankowski

Ae Wealth Management, LLC

Mesa, AZ

Tucson, AZ

CRD 7366952

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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

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-05-17
  • AZ RA
    APPROVED
    Since 2021-05-17

Branch Locations

7205 E Southern Ave Ste 106, Mesa, AZ 85209 • United States

4380 N Campbell Ave Ste 205, Tucson, AZ 85718 • 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
Ae Wealth Management Topeka KS 04/2021 Present
Ensign Wealth Management Mesa AZ 04/2020 Present
Farmacia Vida Hermosillo 06/2012 12/2019
Unemployed Mesa AK 01/2020 03/2020
  • 04/2021 → Present
    Ae Wealth Management
    Topeka, KS
  • 04/2020 → Present
    Ensign Wealth Management
    Mesa, AZ
  • 06/2012 → 12/2019
    Farmacia Vida
    Hermosillo
  • 01/2020 → 03/2020
    Unemployed
    Mesa, AK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-24
  • S65 Uniform Investment Adviser Law Examination
    2021-03-24

View on SEC IAPD

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TRIBECA FINANCIAL, LLC
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Nearby Investors

MATT SCOTT LOEFFLER
BRIAN JONATHAN BLANCHARD
LAURA MARIE JENSEN

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MESA, AZ
TRIBECA FINANCIAL, LLC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ

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