Jason Francis Labarge
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
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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
10 years in the industry.
- Ae Wealth Management, LLCOct 2023 to now
- Madison Avenue SecuritiesOct 2023 to now
- Labarge Financial, LLCJan 2013 to now
- Cetera Investment Advisers LLCJun 2023 to Sep 2023
- Summit Financial GroupFeb 2020 to May 2021
- Cetera Advisor Networks LLCSep 2019 to Sep 2023
- Summit Brokerage Services IncOct 2013 to Sep 2019
- Premier Planning GroupJul 2013 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
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
- 5883178
- Firm CRD
- 282580