Jake Kreppel

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

• 11/2021 → 11/2023
  J.P. Morgan Securities Llc
  New York, NY
• 11/2021 → 11/2023
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2021 → 10/2021
  Equitable Advisors, Llc
  New York, NY
• 06/2017 → 04/2020
  Kreppel Tax Advisory Group
  Old Bridge, NJ
• 08/2017 → 05/2021
  Indiana University Kelley School Of Business
  Bloomington, IN
• 05/2020 → 04/2021
  Unemployed
  New York, NY
• 01/2011 → 07/2017
  Marlboro School District
  Marlboro, NJ
• 02/2024 → 08/2025
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2024 → Present
  Kreppel Advisory Group Llc
  Old Bridge, NJ
• 09/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2024-09-03 → 2025-09-19
  Alphastar Capital Management
  Old Bridge, NJ
  Cornelius, NC
• 2022-03-01 → 2023-11-16
  J.P. Morgan Securities Llc
  New York, NY
• 2021-05-24 → 2021-10-14
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Kreppel Advisory Group LLC; Yes, Investment Related; 1405 Route 18 South Unit 103, Old Bridge, NJ 08857; Tax planning and insurance sales; Vice President and Independent Insurance Sales Agent ; Start Date: 01/2024; Approx. 160 hours a month; Approx. 100 hours during trading; Insurance Sales and Services

Exams

• S66 Uniform Combined State Law Examination
  2020-08-11

Other Names

• Jake Kreppel
• Jake Tyler Kreppel