John Stephen Mckean
Investment adviser representative at Ae Wealth Management, LLC
10 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
10 years in the industry.
- American Financial Education AllianceAug 2025 to now
- Ae Wealth Management, LLCApr 2019 to now
- Comprehensive Advisor LLCMay 2016 to now
- Legacy Road LLCMay 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6432276
- Firm CRD
- 282580