UBS Financial Services
47yrs
Top advisor by experience in Plano
New
Jake Gaster
Financial advisor at AE Wealth Management
Jake Gaster is a fiduciary financial advisor in Plano, Texas, registered since Jul 2026. Jake has been with AE Wealth Management since 2026. 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 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office5151 Headquarters Dr. #245, Plano, TX 75024
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowAE Wealth Management, LLCCurrent firm
Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jake
How do I contact Jake?
Call AE Wealth Management at 866-363-9595 and ask for Jake Gaster. Jake works from the Plano, TX office.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Jake hold?
Series 65. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jake 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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