Merrill
45yrs
Top advisor by experience in Jersey City
20yrs
Leonardo Ramirez
Financial advisor at AE Wealth Management
Leonardo Ramirez has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Jersey City, New Jersey. Leonardo has been with AE Wealth Management since 2025; before that, Leonardo spent a year at ESI Financial Advisors and a year at Fortis Capital Advisors. AE Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 468 advisors with offices in Jersey City, and one of 448 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 17% by experience at AE Wealth Management
Office101 Hudson St 21st Floor, Jersey City, NJ 07302
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state
Services through AE Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowAE Wealth Management, LLCCurrent firm
- Feb 2025 – Sep 2025Equity Services, Inc.Previously
- Jul 2023 – Aug 2024Fortis Capital Advisors, LLCPreviously
- Nov 2022 – Apr 2023Osaic Institutions, Inc.Previously
Contact Leonardo
(866) 363-9595Firm headquarters in Topeka, KS. Ask for Leonardo. 101 Hudson St 21st FloorJersey City, NJ 07302Office · Get directions Facebook pageAE Wealth Management
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Questions to ask Leonardo
Tailored to Leonardo’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Leonardo
How do I contact Leonardo?
Call AE Wealth Management at (866) 363-9595 and ask for Leonardo Ramirez. Leonardo works from the Jersey City, NJ office.
How long has Leonardo been a financial advisor?
Leonardo has been in the industry since 2006, about 20 years. Top 17% by experience at AE Wealth Management.
What licenses does Leonardo hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Leonardo a fiduciary?
Leonardo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leonardo paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Leonardo for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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