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Josiah Jazwa

AE Wealth Management, LLC

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About Josiah Jazwa

Josiah Jazwa is a financial advisor with a broad range of experience, having worked with clients across different industries. Josiah is a registered representative with Madison Avenue Securities and an investment advisor representative with AE Wealth Management. Josiah specializes in financial planning, investment management and insurance services. Josiah is committed to helping clients achieve their financial goals through personalized advice and a comprehensive approach to wealth management. Josiah currently works in Winter Garden, Florida.

Firm Information

Josiah Jazwa 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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Josiah Jazwa’s Registration & Firm History

FL

01/29/2024 - Present

AE Wealth Management, LLC (Winter Garden FL)

OH

02/07/2022 - 01/18/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Independence OH)

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Licenses & Designations

BOTH

Issued 04/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josiah Jazwa.
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