Jacob Allen Lindstrom
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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, LLCApr 2025 to now
- Jones Advisory GroupJun 2023 to now
- Bob Schwarz FinancialMay 2022 to Aug 2022
- Kansas State UniversityAug 2019 to May 2023
- Saia ConstructionApr 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8078150
- Firm CRD
- 282580