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Detailed Report
JONATHAN DAVID ALTMEYER
CRD#: 6050669
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Investment Adviser
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Previous Broker
AE WEALTH MANAGEMENT, LLCCRD#: 282580 401 E Front Ave
Ste 213
Coeur D'Alene, ID 83814
Registration History
2014201520162017201820192020202120222023202420252026IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2018 - Present (6 years)BAMERITAS INVESTMENT CORP. (CRD# 14869)2016 - 2017 (<1 year)BSTATE FARM VP MANAGEMENT CORP. (CRD# 43036)2016 - 2016 (<1 year)BEDWARD JONES (CRD# 250)2014 - 2014 (<1 year)IAROYAL FUND MANAGEMENT, LLC (CRD# 144434)2017 - 2018 (1 year)
License(s)

State Registrations

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Idaho 10/16/2018
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Washington 10/16/2018
Current Registration(s)
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AE WEALTH MANAGEMENT, LLC (CRD#:282580)
401 E Front Ave Ste 213, Coeur D'Alene, ID 83814
111 S Post St Ste 2240, Spokane, WA 99201
Registered with this firm since 10/16/2018
Previous Registration(s)
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 05/01/2017 - 10/16/2018 ROYAL FUND MANAGEMENT, LLC (CRD#:144434) Spokane, WA
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 12/16/2016 - 05/10/2017 AMERITAS INVESTMENT CORP. (CRD#:14869) Spokane, WA
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 04/28/2016 - 11/08/2016 STATE FARM VP MANAGEMENT CORP. (CRD#:43036) BLOOMINGTON, IL
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 03/17/2014 - 06/13/2014 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.