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Jonathan Michael Joles

AE Wealth Management, LLC

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About Jonathan Michael Joles

Jonathan Michael Joles is an Investment Advisor Representative with AE Wealth Management, LLC. Jonathan Michael Joles is registered with the state of Florida and has been working in the financial industry since 2017. Jonathan Michael Joles has a Series 65 license and has been affiliated with AE Wealth Management, LLC since 2019. Jonathan Michael Joles's office is located at 545 S Pine St, Sebring, FL 33870. AE Wealth Management, LLC, is a financial services firm that provides financial planning, portfolio management and pension consulting services. AE Wealth Management, LLC's office is located at 2950 SW McClure Road, Suite B, Topeka, KS 66614.

Firm Information

Jonathan Joles 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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Jonathan Joles’s Registration & Firm History

FL

12/16/2019 - Present

AE Wealth Management, LLC (Sebring FL)

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Licenses & Designations

IA

Issued 11/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Michael Joles.
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