Jamie L Lawhorne

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

• 10/2014 → 07/2018
  Pruco Securities, Llc
  Columbia, SC
• 09/2014 → 07/2018
  The Prudential Insurance Co. Of America
  Columbia, SC
• 08/2018 → 07/2021
  Mass Mutual Life Insurance Company
  Gilbert, SC
• 09/2018 → 07/2021
  Mml Investors Services, Llc
  Gilbert, SC
• 08/2021 → 06/2026
  American United Life
  Gilbert, SC
• 08/2021 → 06/2026
  Oneamerica Securities
  Gilbert, SC
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2021 → Present
  American Heritage Financial
  West Columbia, SC

Previous Registrations

• 2021-09-02 → 2026-06-26
  Oneamerica Securities, Inc.
  West Columbia, SC
  Indianapolis, IN
  Gilbert, SC
• 2018-09-18 → 2021-07-12
  Mml Investors Services, Llc
  Columbia, SC
  Gilbert, SC
• 2016-04-01 → 2018-08-17
  Pruco Securities, Llc.
  Columbia, SC

Other Businesses

1. American Heritage Financial; 104 Corporate Blvd, Suite 408, West Columbia, SC 29169; Non-Variable Insurance; Agent; Start Date 8/2021; Investment-Related; Approx 200 Hrs/Month; 200 Hrs/Month during trading hours; Insurance Sales and Services. 2. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services. 3. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-30
• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Other Names

• Jamie Lawhorne