Personalized Investing
Helping you build a strong foundation for your
retirement needs.
Helping you build a strong foundation for your
retirement needs.
Whether you are just beginning to save or ready to retire, we strive to help you meet your financial goals. My commitment is to help you build a strong foundation for long-term success. Your portfolio, whether a great oak or a new seedling, deserves personalized attention and an open line of communication.
My objective is to listen, educate and provide thoughtful insight and solutions. We deliver straight-forward communication, transparency and a strategy tailored to meet your individual needs. We work with you to develop and execute a customized plan to help you reach your investment goals.
My dedication is to you! I start by listening to your objectives and concerns. I then provide solutions, analyze possibilities, and outline the potential risks. I aim to exceed your service expectations. At AEM, you will find a sincere, personalized approach to your investments.
Jess is a professional wealth advisor and the founder of AEM Wealth Management, LLC. Jess has a Master of Business Administration from Alvernia University and a Bachelor's degree in Business Administration from Bloomsburg University. He began his investment career in 2005 with Wachovia Bank and has previously worked as an Investment Consultant at Riverview Bank and an Investment Officer at BB&T, formerly Susquehanna Bank. In 2020, Jess formed AEM Wealth Management, LLC, to be better positioned to serve his clients' financial needs. He has a Pennsylvania life and health license and is Series 7 and 66 registered with LPL Financial. Jess currently resides in the Reading area with his wife, Melissa and their two daughters.
"As the nation’s leading independent broker-dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions. We also support more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology."**
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Evenings & Saturday: By Appointment Only
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, FL, DE
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