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Jacob Greene

Ae Wealth Management, LLC

Birmingham, AL

CRD 7877467

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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
AL RA APPROVED 2026-01-22
  • AL RA
    APPROVED
    Since 2026-01-22

Branch Locations

2057 Valleydale Rd Ste 200, Birmingham, AL 35244 • 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
Ameriprise Financial Services, Llc Mobile AL 02/2024 12/2025
Publix Mobile AL 06/2019 11/2024
Student Mobile AL 08/2008 12/2024
Ae Wealth Management, Llc Topeka KS 01/2026 Present
Freedom Financial Group Birmingham AL 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24
Other Names
  • Jay Greene

View on SEC IAPD

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Nearby Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
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Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL

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