Jeffrey Marshall Wadsworth

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

• 04/2013 → 12/2017
  Gf Investment Services, Llc
  Sarasota, FL
• 04/2013 → 12/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2006 → Present
  Wadsworth Financial Consulting, Llc
  Severna Park, MD
• 12/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2017 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 04/2006 → Present
  Madison Avenue Securities
  Annapolis, MD

Previous Registrations

• 2013-04-22 → 2017-12-31
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Severna Park, MD
• 2008-12-05 → 2013-04-23
  Invest Financial Corporation
  Linthicum, MD
  Appleton, WI
• 2003-11-12 → 2008-12-10
  Oneamerica Securities, Inc.
  Linthicum Heights, MD
  Baton Rouge, LA
  Olney, MD
  Olney, MD
• 2003-01-28 → 2003-08-01
  Wadsworth & Hobson, Llc
  Severn , MD

Other Businesses

1)NAME: WADSWORTH FINANCIAL CONSULTING, LLC; INV RELATED:YES; ADDRESS: 65 OLD SOLOMONS ISLAND RD., SUITE 108, ANNAPOLIS, MD 21401; NATURE:LIFE, HEALTH, LTC, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES; POSITION:PRESIDENT/CEO, FINANCIAL ADVISOR; START DATE:2006; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:FINANCIAL ADVISOR/INSURANCE AGENT 2)NAME: ADVISORS EXCEL; INV RELATED:YES; ADDRESS:2950 SW MCCLURE ROAD, TOPEKA, KS 66614; NATURE:INSURANCE PRODUCTS OFFERED THROUGH AE, CREATIVE SERVICES PROVIDED BY AE; POSITION:INSURANCE AGENT; START DATE:2012; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES: INSURANCE SALES 3) NAME: AE WEALTH MANAGEMENT; INV RELATED:YES; ADDRESS:2950 SW MCCLURE ROAD, TOPEKA, KS 66614;NATURE: INVESTMENT ADVISORY FIRM ; POSITION:INVESTMENT ADVISOR REPRESENTATIVE; START DATE:12/2017; HOURS/MONTH:160; TRADING HOURS/MONTH:160. 4)NAME:EPIC INTERNATIONAL (DBA REACH THE REST); INV RELATED:NO; ADDRESS:P.O. BOX 1193, GALLATIN, TN 37066; NATURE:CHRISTIAN CHARITY; POSITION:CHAIRMAN OF THE BOARD; START DATE:2014; HOURS/MONTH:4; TRADING HOURS/MONTH:0; DUTIES: VISION FORCASTING 5) MADISON AVENUE SECURITIES; POSITION: CEO, President, Financial Advisor; NATURE: Retirement and investment planning for individuals and organizations; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 160; SECURITIES TRADING HOURS: 160 START DATE: 04/01/2006; ADDRESS: 65 OLD SOLOMONS ISLAND RD, STE 108, ANNAPOLIS MD 21401-3842, United States; DESCRIPTION: Madison Registered Representative

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-05
• S65 Uniform Investment Adviser Law Examination
  1996-04-24

Designations

• Certified Financial Planner