AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Jeffrey M. Hendrix

AE WEALTH MANAGEMENT
CANTONMENT , FL 32533-5832
Some features on this profile are disabled
CRD#: 7490184
JH
Jeffrey M HendrixAE WEALTH MANAGEMENT

Professional summary

Jeffrey M Hendrix, who also goes by Jeffrey Michael Hendrix, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Cantonment , Florida and AE FINANCIAL SERVICES, LLC located in Cantonment , Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Aliases

Jeffrey Michael Hendrix

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey M Hendrix'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

July 23, 2026 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 3155 Gateway Ln, Cantonment , FL 32533-5832
RIA
CRD#: 282580
CANTONMENT , FL
Current

July 14, 2026 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 3155 Gateway Ln, Cantonment , FL 32533-5832
BD
CRD#: 298608
CANTONMENT , FL
Past

March 14, 2024 - June 26, 2026

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
CANTONMENT, FL
Past

February 10, 2022 - June 26, 2026

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
CANTONMENT, FL

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
Florida
(7/14/2026)
IAR
Florida
(7/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/30/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/10/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2021
Securities Industry Essentials Examination
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)
Loading...

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 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#: 282580Cantonment , FL 32533-5832

TRUST BUT VERIFY

Monitor Jeffrey Hendrix

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Spencer Carpenter Iv
Spencer Carpenter IvAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
PALM BEACH, FL
BP
Brett PhillipsAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
DALLAS, TX
Morgan Murray
Morgan MurrayAdvisorCheck Check Mark
ABRI LLC
IAR
LEXINGTON, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.