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Joshua Matthew Wyatt

Ae Wealth Management, LLC

Topeka, KS

CRD 4945486

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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
KS RA APPROVED 2019-03-12
MO RA APPROVED 2019-03-12
  • KS RA
    APPROVED
    Since 2019-03-12
  • MO RA
    APPROVED
    Since 2019-03-12

Branch Locations

626 Sw Governor Place, Topeka, KS 66606 • 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, Llc Topeka KS 03/2019 Present
Jones Advisory Group Topeka KS 01/2019 Present
Blue Cross And Blue Shield Of Kansas Topeka KS 07/2018 12/2018
Livewatch Security Llc St. Marys KS 11/2015 02/2018
Lewis Toyota Auto Group Topeka KS 03/2018 06/2018
  • 03/2019 → Present
    Topeka, KS
  • 01/2019 → Present
    Jones Advisory Group
    Topeka, KS
  • 07/2018 → 12/2018
    Blue Cross And Blue Shield Of Kansas
    Topeka, KS
  • 11/2015 → 02/2018
    Livewatch Security Llc
    St. Marys, KS
  • 03/2018 → 06/2018
    Lewis Toyota Auto Group
    Topeka, KS
Other Businesses

1.) JONES ADVISORY GROUP; YES INVESTMENT RELATED; 626 SW Governor Place TOPEKA, KS 66606; INSURANCE SALES; SERVICE ADVISOR; START DATE 01/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-26
  • S65 Uniform Investment Adviser Law Examination
    2019-02-26
Other Names
  • Josh Wyatt

View on SEC IAPD

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