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JM

Jennifer L. Mcbee

AE WEALTH MANAGEMENT
Lenexa, KS 66219
Some features on this profile are disabled
CRD#: 5003762
JM

Professional summary


Jennifer Lynn Mcbee, who also goes by Jennifer Lynn Christopher, Jenny Christopher, Jenny Mcbee, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Lenexa, Kansas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jennifer Lynn Christopher | Jenny Christopher | Jenny Mcbee

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.
SELF-EMPLOYED LANDLORD/PROPERTY RENTAL, NOT INVESTMENT RELATED, 9540 N KENTUCKY AVENUE, KANSAS CITY, MO 64157-8666, LANDLORD, START AUGUST 2013, 1 HR/MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS, DUTIES: OWN TOWNHOME THAT I RENT OUT, ENGAGE PROPERTY MANAGEMENT COMPANY TO HANDLE DAILY DUTIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jennifer Lynn Mcbee'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®
None

Experience


Current

October 22, 2025 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 8801 Renner Blvd Suite 100, Lenexa, KS 66219
RIA
CRD#: 282580
Lenexa, KS
Past

June 28, 2016 - October 1, 2025

NUANCE INVESTMENTS, LLC

RIA
CRD#: 148534
KANSAS CITY, MO
Past

December 13, 2007 - May 11, 2015

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

October 25, 2007 - November 23, 2007

SPC

RIA
CRD#: 110692
LENEXA, KS
Past

August 4, 2005 - November 23, 2007

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
LENEXA, KS

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.

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
Kansas
(10/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/28/2005
Uniform Investment Adviser 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#: 282580Lenexa, KS 66219

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