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James Eric Jeansonne

AE Wealth Management, LLC

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About James Eric Jeansonne

James Eric Jeansonne is a financial advisor who has been in the industry since 1999. He is currently registered with AE Wealth Management, LLC, and has previously worked with BFT Financial Group, LLC, Signal Securities, Inc., and Woodlands Securities Corporation. James Eric Jeansonne holds a Series 7, Series 24 and Series 63 license. James Eric Jeansonne's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. He is also a Certified Financial Planner.

Firm Information

James Jeansonne 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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James Jeansonne’s Registration & Firm History

TX

10/02/2018 - Present

AE Wealth Management, LLC (Jasper TX)

TX

10/30/2003 - 04/05/2010

BFT FINANCIAL GROUP, LLC (JASPER TX)

TX

05/21/2002 - 10/01/2003

SIGNAL SECURITIES, INC. (FORT WORTH TX)

NE

10/27/1999 - 05/21/2002

WOODLANDS SECURITIES CORPORATION (OMAHA NE)

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Licenses & Designations

BC

Issued 10/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Eric Jeansonne.
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