Jared Paul Walsh

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

• 08/2015 → 06/2022
  Village Pizza
  Spencer, MA
• 10/2015 → 05/2018
  Worcester Country Club
  Worcester, MA
• 06/2020 → 01/2021
  Brunette Trucking
  Leicester, MA
• 01/2018 → 10/2021
  Construction Service Llc
  Wilbraham, MA
• 10/2021 → 03/2022
  Gogo Magnolia
  Windsor Locks, CT
• 03/2022 → Present
  Dale Frank Financial Group Llc
  Sunderland, MA
• 07/2023 → Present
  Ae Wealth Management Llc
  Topeka, KS

Other Businesses

1.) Dale Frank Financial Group; Yes Investment Related; 2 Amherest Rd. Sunderland, MA 01375; Insurance Sales; POSITION Financial Advisor; START DATE: 07/2023; Approx. 06 hours a month; Approx. 06 hours during trading; Insurance Sales and Services. 2.) Rental Property: No investment Related: 97 Pleasant St. Apt. 2, Ware, MA 01082: Rental Property: POSITION: Landlord/Owner: START DATE: 07/2023; Approx. 10 hours a month: Approx. 03 hours during trading; Property & Tenant Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-05