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RIA / WealthAdvisorCertified Financial Planner10 years in industry

JESSICA LYNN BOST

Advisor at AE WEALTH MANAGEMENT, LLC

Huntsville, AL | Evans, GA

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Search this name across graphsid dfx:ria:cca20abe-6d46-016b-be64-6c6d8a327399

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 3, 2020 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 25, 2019
First registration: Feb 3, 2020
Dual registered: no
Other names: JESSICA LYNN MOORE|JESSICA BOST|JESSICA L BOST
IAPD individual key: 6944228

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	Jun 13, 2025	n/a	yes	Evans, GA\|Huntsville, AL	Current employment
LAKE AVENUE FINANCIAL LLC	Independent wealth	Jul 26, 2024	May 19, 2025	no	PASADENA, CA\|Evans, GA	Previous registration
ALPHA ARCHITECT	Asset manager	Sep 9, 2021	Apr 17, 2024	no	NEWTOWN SQUARE, PA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 9, 2020	Sep 1, 2021	no	MARTINEZ, GA	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 3, 2020	Aug 18, 2020	no	Augusta, GA\|OMAHA, NE	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
LAKE AVENUE FINANCIAL LLC	AE WEALTH MANAGEMENT, LLC	May 19, 2025	Jun 13, 2025	25	Firm change	RIA to ibd
ALPHA ARCHITECT	LAKE AVENUE FINANCIAL LLC	Apr 17, 2024	Jul 26, 2024	100	Firm change	RIA to RIA
PARK AVENUE SECURITIES LLC	ALPHA ARCHITECT	Sep 1, 2021	Sep 9, 2021	8	Firm change	Ibd to RIA
CWM, LLC	PARK AVENUE SECURITIES LLC	Aug 18, 2020	Oct 9, 2020	52	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ LAKE AVENUE FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 26, 2024 to May 19, 2025factForm ADV
→ ALPHA ARCHITECTRegistered adviserregistration: previous registration
Sep 9, 2021 to Apr 17, 2024factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 9, 2020 to Sep 1, 2021factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 3, 2020 to Aug 18, 2020factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
Jessica Lynn Bost left Lake Avenue Financial Llc for Ae Wealth Management, Llc (registered 2025-06-13)
Form ADVobserved 6 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Jessica Lynn Bost left Alpha Architect for Lake Avenue Financial Llc (registered 2024-07-26)
Form ADVobserved 6 days ago