Jessica Lynn Bost

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

• 04/2018 → 08/2020
  Strategic Financial Management
  Augusta, GA
• 01/2017 → 04/2020
  Epic Fitness
  Augusta, GA
• 08/2016 → 01/2018
  Greenbrier Fitness
  Evans, GA
• 12/2019 → 08/2020
  Cwm, Llc
  Omaha, NE
• 09/2020 → 09/2021
  Guardian Life Insurance Co Of America
  Martinez, GA
• 09/2020 → 09/2021
  Park Avenue Securities, Llc
  Martinez, GA
• 09/2021 → 06/2024
  Alpha Architect, Llc
  Broomall, PA
• 07/2024 → 05/2025
  Lake Avenue Financial Llc
  Evans, GA
• 06/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2025 → Present
  Wg Financial Group
  Huntsville, AL

Previous Registrations

• 2024-07-26 → 2025-05-19
  Lake Avenue Financial Llc
  Pasadena, CA
  Evans, GA
• 2021-09-09 → 2024-04-17
  Alpha Architect
  Newtown Square, PA
• 2020-10-09 → 2021-09-01
  Park Avenue Securities Llc
  Martinez, GA
• 2020-02-03 → 2020-08-18
  Cwm, Llc
  Augusta, GA
  Omaha, NE

Other Businesses

WG Financial Group; Yes Investment Related; 305 Quality Cir NW Suite B, Huntsville, AL 35806; Insurance sales and services; Financial Advisor; 5/2025; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Sales and services of insurance business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-11
• S65 Uniform Investment Adviser Law Examination
  2019-10-25

Designations

• Certified Financial Planner

Other Names

• Jessica Lynn Moore
• Jessica Bost
• Jessica L Bost