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RIA / WealthAdvisor18 years in industry

Megan Lea Jones

Advisor at AE WEALTH MANAGEMENT, LLC

Overland Park, KS | Topeka, KS | Kansas City, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d0b0689-4e7d-1614-879f-c87fc40954b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AE WEALTH MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Aug 4, 2009
First registration: Dec 2, 2009
Dual registered: no
Other names: Megan Lea Gordinier
IAPD individual key: 5711541

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Oct 12, 2016	n/a	yes	Topeka, KS\|Overland Park, KS\|Kansas City, MO	Current employment
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Apr 27, 2010	Oct 12, 2016	no	TOPEKA, KS\|SARASOTA, FL	Previous registration
JONES ADVISORY GROUP, LLC	n/a	Dec 2, 2009	Jun 30, 2010	no	OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	AE WEALTH MANAGEMENT, LLC	Oct 12, 2016	Oct 12, 2016	0	Firm change	Other
JONES ADVISORY GROUP, LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Jun 30, 2010	Apr 27, 2010	-64	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132070:282580:FL:2016-09-28	Oct 12, 2016	Oct 12, 2016	SARASOTA, FL	Firm change

Relationships

Registered with (3)

→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 12, 2016 to presentfactForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Apr 27, 2010 to Oct 12, 2016factForm ADV
→ JONES ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Dec 2, 2009 to Jun 30, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d0b0689-4e7d-1614-879f-c87fc40954b4
First observed: Dec 2, 2009
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Megan Lea Jones

Advisor at AE WEALTH MANAGEMENT, LLC

Overland Park, KS | Topeka, KS | Kansas City, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d0b0689-4e7d-1614-879f-c87fc40954b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AE WEALTH MANAGEMENT, LLC

Bd affiliated wealth

Oct 12, 2016

n/a

yes

Topeka, KS|Overland Park, KS|Kansas City, MO

Current employment

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Former SEC adviser

Apr 27, 2010

Oct 12, 2016

TOPEKA, KS|SARASOTA, FL

Previous registration

JONES ADVISORY GROUP, LLC

n/a

Dec 2, 2009

Jun 30, 2010

OVERLAND PARK, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

AE WEALTH MANAGEMENT, LLC

Oct 12, 2016

Firm change

Other

JONES ADVISORY GROUP, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Jun 30, 2010

Apr 27, 2010

-64

Firm change after gap

Other

Team

Left

Joined

From

Kind

132070:282580:FL:2016-09-28

Oct 12, 2016

SARASOTA, FL

Firm change