Megan Lea Jones

Current Employers

Employment History

• 03/2008 → Present
  Jones Advisory Group, Llc
  Topeka, KS
• 04/2010 → 10/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 10/2016 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 04/2026 → Present
  Author
  Topeka, KS

Previous Registrations

• 2010-04-27 → 2016-10-12
  Global Financial Private Capital, Inc.
  Topeka, KS
  Sarasota, FL
• 2009-12-02 → 2010-06-30
  Jones Advisory Group, Llc
  Overland Park, KS

Other Businesses

1.) JONES ADVISORY GROUP; 626 SW Governor Place, Topeka KS 66606; INVESTMENT-RELATED; FINANCIAL SERVICES FIRM; OWNER/PRESIDENT; 3/2008; 200 HOURS/MONTH; 150 HOURS/TRADING; OWNER/ADVISOR. 2.) Blue Cross Blue Shield of Kansas Board of Directors; Non-investment related; 1133 SW Topeka Blvd, Topeka, KS 66629; Health insurance provider. Chair of Governance Committee, Chair of Investment Committee, and member of the Compensation Committee, provide oversight of strategic direction and board performance, provide financial and investment oversight, reporting, and updates to board members, oversight of executive compensation and personnel policies; Start Date 05/2016; Approx hours per month: 2; Approx hours during trading: 0. 3.) Washburn University Foundation Board of Directors; Non-investment related; 1700 SW College Avenue, Topeka, KS 66621; Governing body of the foundation that directs goals and actions, responsible for fundraising and relationship building that support and benefit the university. Chair of Investment Committee and Treasurer, reporting, safe keeping, execution, review and oversight of policies and financial records to investment committee, BOD and Foundation; Start Date 04/2024; Approx hours per month: 1; Approx hours during trading: 0.; 4.) Author; Investment Related: No; 626 SW Governor Place, Topeka KS 66606; Not a business, but authored my book The TRUST Process and contributed to Financial Trendsetters 4 book; No role; Start Date 04/2026; Approx hours per month: 1; Approx hours during trading: 0; Not a business, but an activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-04

Other Names

• Megan Lea Gordinier