Tyler Patrick Jones
Investment adviser representative at Ae Wealth Management, LLC
11 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
11 years in the industry.
- Ae Wealth Management, LLCMar 2024 to now
- Endependence FinancialAug 2023 to now
- Thrivent FinancialJan 2018 to Aug 2023
- Thrivent Investment Management IncDec 2017 to Aug 2023
- Ramano's Macaroni GrillAug 2017 to Jan 2018
- DoctibleMay 2016 to May 2017
- Lakeside Community Presbyterian ChurchSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 6624782
- Firm CRD
- 282580