Eric Koford

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

• 09/2015 → 10/2016
  Polo Ralph Lauren
  Lehi, UT
• 09/2015 → 09/2016
  Kelly's Services
  Lehi, UT
• 10/2016 → 03/2019
  Fidelity Brokerage Services Llc
  American Fork, UT
• 07/2018 → 03/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2019 → 12/2021
  Bmo Asset Management Corp.
  Chicago, IL
• 01/2020 → 12/2021
  Foreside Financial Services, Llc
  Orem, UT
• 03/2022 → 08/2024
  Dfpg Investments, Llc
  Sandy, UT
• 05/2024 → 05/2024
  Diversify Wealth Management, Llc
  Sandy, UT
• 08/2024 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 10/2024 → 05/2025
  Bank Of America, N.A.
  Provo, UT
• 05/2025 → 09/2025
  Jgp Wealth Management, Llc
  Bend, OR
• 10/2025 → 03/2026
  Extended Travel
  Orem, UT
• 04/2026 → Present
  Enlightnu Retirement Solutions, Llc
  Overland Park, KS
• 04/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2025-06-03 → 2025-10-15
  Jgp Wealth Management, Llc
  Provo, UT
• 2024-09-27 → 2025-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 2024-05-14 → 2024-10-01
  Diversify Wealth Management, Llc
  South Jordan, UT
• 2023-09-15 → 2024-05-10
  Diversify Advisory Services, Llc
  South Jordan, UT
• 2022-03-09 → 2024-02-09
  Dfpg Investments, Llc
  Sandy, UT
  South Jordan, UT
  Sandy, UT
• 2021-02-22 → 2022-02-04
  Bmo Asset Management Corp.
  Orem, UT
  Chicago, IL
• 2019-03-13 → 2020-12-31
  Bmo Asset Management Corp.
  Provo, UT
  Chicago, IL
• 2018-07-13 → 2019-03-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-06-04 → 2018-07-13
  Strategic Advisers Llc
  American Fork, UT
• 2012-02-27 → 2013-07-31
  Valic Financial Advisors, Inc.
  Overland Park, KS
• 2010-08-10 → 2012-03-12
  Waddell & Reed
  Independence, MO
• 2009-09-30 → 2010-08-11
  Morgan Stanley
  Lawrence, KS
  Leawood, KS
• 2006-09-27 → 2009-05-22
  Pgim Investments Llc
  Lees Summit, MO
• 2002-06-05 → 2006-08-03
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30
• S63 Uniform Securities Agent State Law Examination
  2016-12-19
• S65 Uniform Investment Adviser Law Examination
  1993-12-16

Other Names

• Eric Scott Koford