JP
JP
Jason Plucinak
16 Years of Experience
Foristell, MO
1 Disclosure
Jason Plucinak is a registered investment advisor at Ae Wealth Management, LLC, based in Foristell, MO, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
463 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Foristell, MO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2022Settled
Employment History
Current Registrations
Ae Wealth Management, LLC
June 2026 - Present · 4 mos
Previous Registrations
Wealthforge Securities, LLCBroker
June 2023 - December 2025 · 2 yrs 6 mos
Sequence Financial Specialists LLCBroker
March 2020 - June 2023 · 3 yrs 3 mos
International Assets Advisory, LLCBroker
January 2020 - January 2020 · 0 mos
Emerson Equity LLCBroker
January 2019 - December 2019 · 11 mos
Emerson Equity LLCBroker
January 2015 - December 2018 · 3 yrs 11 mos
Arque Capital, LTD.Broker
February 2011 - December 2014 · 3 yrs 10 mos
Ameriprise Financial Services, INC.Broker
February 2007 - October 2007 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2005 - April 2006 · 1 yr 2 mos
State Registrations1 state
MO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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