Jessica L. Bost
Professional summary
Jessica Lynn Bost, who also goes by Jessica L Bost, Jessica Bost, Jessica Lynn Moore, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Huntsville, Alabama.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jessica has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lynn Bost's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 13, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 305 Quality Circle Nw Ste B, Huntsville, AL 35806July 26, 2024 - May 19, 2025
LAKE AVENUE FINANCIAL LLC
September 9, 2021 - April 17, 2024
ALPHA ARCHITECT
October 9, 2020 - September 1, 2021
PARK AVENUE SECURITIES LLC
October 5, 2020 - September 1, 2021
PARK AVENUE SECURITIES LLC
February 3, 2020 - August 18, 2020
CWM, LLC
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/13/2025)
(6/16/2025)
Exams
Series 7TO
Date: 10/4/2020
General Securities Representative ExaminationCurrent Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
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
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