Greenwood Village, CO Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

2

Of 455 advisors across 247 offices

Location

8400 E Crescent Pkwy, Ste 250

Greenwood Village CO 80111

Advisors at this office

2

Advisors at this office

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Jordan R

Series 65

Greenwood Village, CO

AE Wealth Management, LLC

Jordan Reynolds is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and is also associated with Reynolds Financial Group, where he provides life insurance and annuities. Additionally, he facilitates estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a range of internal and external investment solutions.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Roger R

Series 63, Series 65

Greenwood Village, CO

AE Wealth Management, LLC

Roger Reynolds is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Foundation For Financial Education and Federal Financial Group, LLC. Outside of his advisory role, Reynolds serves as a chapter director for a nonprofit focused on financial education and facilitates access to estate planning document services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm’s platform combines model portfolio solutions, discretionary asset management, and financial planning services, supporting a high client load per advisor through a range of internal and third-party managed investment models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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