Jamie L Lawhorne
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ae Wealth Management, LLCJul 2026 to now
- Ae Financial Services, LLCJul 2026 to now
- American Heritage FinancialAug 2021 to now
- American United LifeAug 2021 to Jun 2026
- Oneamerica SecuritiesAug 2021 to Jun 2026
- MML Investors Services, LLCSep 2018 to Jul 2021
- Mass Mutual Life Insurance CompanyAug 2018 to Jul 2021
- Pruco Securities, LLCOct 2014 to Jul 2018
- The Prudential Insurance Co. of AmericaSep 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6399346
- Firm CRD
- 282580