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Austin Jerod Downum

AE Wealth Management, LLC

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About Austin Jerod Downum

Austin Jerod Downum is a financial advisor with AE Wealth Management, LLC. Austin is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2017. Austin has a series 66, series 7TO and SIE licenses. Austin is based in Alpharetta, GA and works with individuals, families and businesses in a variety of financial planning needs. Prior to AE Wealth Management, LLC, Austin was a financial advisor with Triad Advisors LLC.

Firm Information

Austin Downum is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Downum’s Registration & Firm History

GA

03/19/2024 - Present

AE Wealth Management, LLC (Alpharetta GA)

GA

07/10/2021 - 03/05/2024

TRIAD ADVISORS LLC (MARIETTA GA)

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Licenses & Designations

BOTH

Issued 08/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Jerod Downum.
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