JL
Jason F. Labarge
AE WEALTH MANAGEMENT
Severna Park, MD 21146
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CRD#: 5883178
JL
Professional summary
Jason Francis Labarge is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Severna Park, Maryland and MADISON AVENUE SECURITIES, LLC located in Severna Park, Maryland.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jason has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) NAME: ANNAPOLIS AND ANNE ARUNDEL COUNTY COALITION TO END HOMELESSNESS; ADDRESS: 2666 RIVA ROAD, 2ND FLOOR, ANNAPOLIS, MD 21401; INVESTMENT RELATED: NO; POSITION: TREASURER; DUTIES: MANAGING & PROCESS WITHDRAWALS OF THE NON-PROFITS THE BANK ACCOUNT; HOURS PER MONTH: < 2; START DATE: 01/2013 2.) NAME: ST JOHN THE EVANGELIST PARISH CHURCH; ADDRESS: 689 RITCHIE HWY, SEVERNA PARK, MD 21146; INVESTMENT RELATED: NO; POSITION: COMMITTEE MEMBER; DUTIES: DISCUSSES AND MAKES DECISIONS COLLECTIVELY; HOURS PER MONTH: < 2; START DATE: 01/2019 3.) NAME: AE WEALTH MANAGEMENT; ADDRESS: 2950 SW MCCLURE RD, TOPEK, KANSAS,66614; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE & INSURANCE AGENT; DUTIES: MARKETING AND SELLING OF ADVISORY SERVICES AS WELL AS FIXED INDEXED ANNUITIES AND LIFE INSURANCE; HOURS PER WEEK: 40+; START DATE: 08/2023 4.)NAME: LABARGE FINANCIAL; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR; DUTIES: DBA FOR FINANCIAL PLANNIG FIRM THAT JASON LABARGE OPERATES UNDER AS A FINANCIAL ADVISOR AND EMPLOYEES HIS STAFF UNDER, INSURANCE AGENT; MARKETING AND SELLING OF ADVISORY SERVICES AS WELL AS FIXED INDEXED ANNUITIES AND LIFE INSURANCE; HOURS PER WEEK: 40+; START DATE: 01/2013 5.) NAME: LABARGE FINANCIAL LLC; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; INVESTMENT RELATED:NO; POSITION/RELATIONSHIP: LANDLORD POSITION THAT HE RENTS OUT OFFICE SPACE AND USE OF THE CONFERENCE ROOM TO A LAW FIRM; DUTIES: LANDLORD POSITION WHICH PROVIDES OFFICES SPACE TO CONDUCT MEETINGS WITH CLIENTS; HOURS PER WEEK: < 1; START DAT: 01/2023 6.) MADISON AVENUE SECURITIES; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; YES INVESTMENT RELATED; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 10/2023; APPROX.40 HOURS A MONTH; APPROX. 40 DURING TRADING; SECURITIES SALES AND SERVICES 7.) ADVISORS EXCEL MEDICARE SOLUTIONS; 2950 SW MCCLURE RD, TOPEKA, KS 66614; INVESTMENT RELATED: YES; REFER CLIENTS TO AE MEDICARE SOLUTIONS FOR MEDICARE SUPPLEMENTS; LESS THAN 2 HOURS PER WEEK; START DATE: 02/2024; 8.) NAME; JASON LABARGE - AUTHOR; INVESTMENT RELATED: NO; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; NAUTRE OF THE BUSINESS: AUTHOR OF A BOOK; POSITION AUTHOR OF A NEW BOOK; HOURS PER WEEK: LESS THAN 1 HOUR PER WEEK; START DATE: 2024
CRS (Client Relationship Summary) - RIA
Click below to view Jason Francis Labarge's 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®
NoneExperience
Current
October 3, 2023 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 7 Riggs Avenue, Severna Park, MD 21146RIA
CRD#: 282580
Severna Park, MD
Current
October 3, 2023 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 7 Riggs Avenue, Severna Park, MD 21146RIA
BD
CRD#: 23224
Severna Park, MD
Past
June 29, 2023 - September 29, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ANNAPOLIS, MD
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ANNAPOLIS, MD
Past
February 21, 2020 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
Annapolis, MD
Past
September 20, 2019 - September 29, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ANNAPOLIS, MD
Past
October 29, 2013 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
ANNAPOLIS, MD
Past
August 15, 2013 - November 15, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ANNAPOLIS, MD
Past
July 12, 2012 - March 6, 2013
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
March 2, 2011 - March 29, 2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
GOLDEN VALLEY, MN
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/3/2023)
RR
Arizona(10/3/2023)
RR
California(10/3/2023)
RR
Colorado(10/3/2023)
RR
Delaware(10/3/2023)
RR
Florida(10/3/2023)
RR
Georgia(10/3/2023)
RR
Idaho(10/3/2023)
RR
Illinois(10/3/2023)
RR
Maryland(10/3/2023)
IAR
Maryland(10/3/2023)
RR
Massachusetts(10/3/2023)
RR
Michigan(10/3/2023)
RR
Minnesota(10/3/2023)
RR
Missouri(10/3/2023)
RR
Nevada(10/3/2023)
RR
New Jersey(10/3/2023)
RR
New York(10/3/2023)
RR
North Carolina(10/6/2023)
RR
Ohio(10/4/2023)
RR
Pennsylvania(10/3/2023)
RR
South Carolina(10/3/2023)
RR
South Dakota(10/3/2023)
RR
Tennessee(10/3/2023)
RR
Texas(10/3/2023)
IAR
Texas(10/3/2023)
RR
Utah(10/3/2023)
RR
Virginia(10/3/2023)
RR
West Virginia(10/3/2023)
RR
Wisconsin(10/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/24/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
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.
