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Jordan S Reynolds

Ae Wealth Management, LLC

Greenwood Village, CO

Topeka, KS

CRD 7789182

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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:

Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-01
  • CO RA
    APPROVED
    Since 2023-08-01

Branch Locations

8400 E Crescent Pkwy Ste 250, Greenwood Village, CO 80111 • United States

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reynolds Financial Group Greenwood Village CO 11/2018 Present
Ascevia Denver CO 02/2016 11/2018
Ae Wealth Management, Llc Topeka KS 07/2023 Present
Wealth.cOm Greenwood Village CO 12/2025 Present
  • 11/2018 → Present
    Reynolds Financial Group
    Greenwood Village, CO
  • 02/2016 → 11/2018
    Ascevia
    Denver, CO
  • 07/2023 → Present
    Topeka, KS
  • 12/2025 → Present
    Wealth.cOm
    Greenwood Village, CO
Other Businesses

1) Reynolds Financial Group; Yes Investment Related; 8400 E Crescent Parkway Ste 250 Greenwood Village, CO 80111; Offers Insurance Products; Account Executive; 11/2018; 160hrs/Mo; 80hrs/Mo during Security Trading Hours. Provide Life Insurance & Annuities to clients of Reynolds Financial Group. 2) Estate planning document services, Address: 8400 E Crescent Parkway Ste 250 Greenwood Village, CO 80111: Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 2, Hours during trading: 1.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19

View on SEC IAPD

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