Austin Jerod Downum
Investment adviser representative at Ae Wealth Management, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Three Bridges Wealth ManagementNov 2025 to now
- Ae Wealth Management, LLCMar 2024 to now
- Three Bridges Financial GroupMar 2024 to now
- Incompass Financial Partner, LLCJan 2022 to Mar 2024
- Triad AdvisorsJun 2021 to Mar 2024
- Triad AdvisorsMay 2019 to Jul 2019
- UgaaMar 2018 to May 2021
- UgaAug 2017 to May 2021
- Agile Resources, Inc.May 2017 to Aug 2017
- Full-time EducationJun 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7120097
- Firm CRD
- 282580