Jacob Thomas Mccrory
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Jacob Thomas Mccrory? Claim your profile
Contact this firm
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
13 years in the industry.
- Ae Wealth Management, LLCFeb 2021 to now
- Dpw FinancialJun 2020 to now
- UnemployedApr 2020 to Jun 2020
- Bkd LLPSep 2018 to Apr 2020
- UnemployedMay 2018 to Sep 2018
- Rsmus LLPJul 2017 to Aug 2017
- Katz, Sapper, & Miller, LLPJan 2017 to Apr 2017
- StudentAug 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7265171
- Firm CRD
- 282580