Jacob Allen Lindstrom

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

• 04/2015 → 08/2021
  Saia Construction
  Silver Lake, KS
• 05/2022 → 08/2022
  Bob Schwarz Financial
  Silver Lake, KS
• 06/2023 → Present
  Jones Advisory Group
  Topeka, KS
• 04/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2019 → 05/2023
  Kansas State University
  Manhattan, KS

Other Businesses

1. Jones Advisory Group; Yes, Investment Related; 626 SW Governor Place, Topeka, KS 66606; Insurance Sales; Financial Advisor; Start Date 06/2023; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-03