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JF

John P. Fawson

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CRD#: 4277635
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Paul Fawson, who also goes by John P Fawson, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John P Fawson

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.
JC GRASON LLC; INVESTMENT-RELATED; 721 8TH ST. BALDWIN CITY, KS 66006; INSURANCE SALES AND SERVICE; FOUNDER; 12/2007; 80 HOURS PER MONTH; 80 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 8, 2019 - April 14, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Baldwin City, KS
Past

January 6, 2009 - April 15, 2009

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
JOPLIN, MO
Past

May 30, 2008 - January 9, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
BALDWIN CITY, KS
Past

June 23, 2006 - January 12, 2007

KCD FINANCIAL, INC.

BD
CRD#: 127473
LEAWOOD, KS
Past

December 16, 2005 - June 1, 2006

OSAIC SERVICES, INC.

BD
CRD#: 133763
OVERLAND PARK, KS
Past

March 5, 2003 - November 4, 2005

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

April 17, 2002 - February 19, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OVERLAND PARK, KS
Past

April 3, 2002 - February 19, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 3, 2002 - February 19, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 26, 2001 - February 6, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 6, 2000 - October 23, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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".
AW
AE WEALTH MANAGEMENT, LLC
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/14/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
AE WEALTH MANAGEMENT, LLC
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts111,059
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.

Company Information


AE WEALTH MANAGEMENT, LLC

CRD#: 282580

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