Jacob
Mcleod
Ae Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Mcleod is a financial advisor based in Jacksonville, Florida, working with Ae Wealth Management, LLC. Jacob has previously held positions at Ae Wealth Management, LLC, Nuventure Financial Group, Top Gun Roofing, Boston College, Vinos Pizza LLC, Boston College - Dining, College Hunks Hauling Junk And Moving Of Jacksonville, Joseph Gann Jewelers, Creekside High School, and Fruit Cove Middle School. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jacob is part of Ae Wealth Management, LLC, which operates out of Jacksonville, Florida. The firm has 314 offices and 602 employees. The firm manages assets totaling $37.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ae Wealth Management, LLC Brokerage Details
$37,525,706,084
602
111,059
$337,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jacob Mcleod Work History
Ae Wealth Management, LLC
Nuventure Financial Group
Nuventure Financial Group
Top Gun Roofing
College Hunks Hauling Junk And Moving Of Jacksonville
Joseph Gann Jewelers
Boston College
Boston College - Dining
Vinos Pizza LLC
Creekside High School
Fruit Cove Middle School
Disclosures
Please visit the SEC profile of Jacob Mcleod to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Birmingham, AL
Topeka, KS
Topeka, KS
Topeka, KS
Rancho Cucamonga, CA
Mesa, AZ
Grain Valley, MO
Lake Elmo, MN
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
