Jeffrey Marshall Wadsworth
Investment adviser representative at Ae Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$49.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Wadsworth Wealth AdvisorsAug 2026 to now
- Ae Wealth Management, LLCDec 2017 to now
- Madison Avenue Securities, LLCApr 2006 to now
- Wadsworth Financial Consulting, LLCApr 2006 to now
- Gf Investment Services, LLCApr 2013 to Dec 2017
- Global Financial Private Capital, LLCApr 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272134
- Firm CRD
- 282580