Jessica Lynn Bost
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.
- Ae Wealth Management, LLCJun 2025 to now
- Wg Financial GroupMay 2025 to now
- Lake Avenue Financial LLCJul 2024 to May 2025
- Alpha Architect, LLCSep 2021 to Jun 2024
- Guardian Life Insurance Co of AmericaSep 2020 to Sep 2021
- Park Avenue Securities, LLCSep 2020 to Sep 2021
- Cwm, LLCDec 2019 to Aug 2020
- Strategic Financial ManagementApr 2018 to Aug 2020
- Epic FitnessJan 2017 to Apr 2020
- Greenbrier FitnessAug 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
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
- 6944228
- Firm CRD
- 282580