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Jay Lynn Johnson

Ae Wealth Management, LLC

Beaufort, SC

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-27
  • S65 Uniform Investment Adviser Law Examination
    2019-04-27

View on SEC IAPD

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