Unclaimed
Megan Lea Jones is an Investment Advisor Representative at AE Wealth Management, LLC. Megan has been in the financial industry since 2008. Megan Lea Jones is registered to provide investment advice in Kansas, Missouri, and Texas. Megan Lea Jones is a graduate of Washburn University. Megan Lea Jones is also a board member for Blue Cross Blue Shield of Kansas and a Trustee for Washburn University.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
10/13/2016 - Present
AE Wealth Management, LLC (Overland Park KS)
IA
Issued 08/04/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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