James E. Jeansonne

AE WEALTH MANAGEMENT

Jasper, TX 75951

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CRD#: 4044496

Professional summary

James Eric Jeansonne, CFP®, who also goes by Jimmy Jeansonne, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Jasper, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jimmy Jeansonne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NATIONAL SAVERS RETIREMENT SERVICES, LLC; YES INVESTMENT RELATED; 300 E HOUSTON ST, JASPER, TX 75951; INSURANCE SALES; PRESIDENT; START DATE 10/2009; APPROX 20 HRS/MONTH; APPROX 20 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. TAX PREP; YES INVESTMENT RELATED; 300 E HOUSTON ST, JASPER, TX 75951; TAX PREP; OWNER/PRESIDENT; START DATE 12/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; OVERSEE OPERATIONS AND MARKETING OF THE BUSINESS. 3. CATTLE FARM; NOT INVESTMENT RELATED; 1049 COUNTY ROAD 138, JASPER, TX 75951; OWNER; START DATE 01/2025; APPROX 20 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; CATTLE FARM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Jeansonne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

October 2, 2018 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 300 E Houston St, Jasper, TX 75951

RIA

CRD#: 282580

Jasper, TX

Past

March 29, 2010 - October 2, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

JASPER, TX

Past

July 15, 2008 - April 5, 2010

LEO BROKERAGE, LLC

RIA

CRD#: 109121

JASPER, TX

Past

October 30, 2003 - April 5, 2010

LEO BROKERAGE, LLC

CRD#: 109121

JASPER, TX

Past

May 21, 2002 - October 1, 2003

SIGNAL SECURITIES, INC.

CRD#: 15916

FORT WORTH, TX

Past

October 27, 1999 - May 21, 2002

NAVIGATOR SECURITIES LIMITED

CRD#: 22373

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/28/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/2/1999

General Securities Principal Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James E. Jeansonne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Jeansonne's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

LEO BROKERAGE, LLC

LEO BROKERAGE, LLC

SIGNAL SECURITIES, INC.

NAVIGATOR SECURITIES LIMITED

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/1999

Series 7

Date: 10/26/1999

Series 24

Date: 12/2/1999

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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