Jay Lynn Johnson

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
TX	RA	APPROVED	2019-06-04
SC	RA	APPROVED	2019-06-03

TX RA
APPROVED

Since 2019-06-04
SC RA
APPROVED

Since 2019-06-03

Branch Locations

2015 Boundary St. Suite 223, Beaufort, SC 29902 • 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
Ae Wealth Management, Llc	Topeka	KS	06/2019	Present
Simply Stated Retirement Solutions	Beaufort	SC	05/2019	Present
Ptmw	Topeka	KS	02/2018	04/2019
General Electric	Greenville	SC	03/2002	02/2018

06/2019 → Present

Ae Wealth Management, Llc

Topeka, KS
05/2019 → Present

Simply Stated Retirement Solutions

Beaufort, SC
02/2018 → 04/2019

Ptmw

Topeka, KS
03/2002 → 02/2018

General Electric

Greenville, SC

Other Businesses

1.) SIMPLY STATED RETIREMENT SOLUTIONS; YES INVESTMENT RELATED; 2015 Boundary St. Suite 223, Beaufort, SC 29902; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 05/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-27

S65 Uniform Investment Adviser Law Examination

2019-04-27

View on SEC IAPD