Jason
Biance
Ae Wealth Management, LLC
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About this Advisor
Jason Biance is a certified financial planner who works out of Sebring, Florida who has 6 years of relevant experience. Biance is on the advisory team at Ae Wealth Management, LLC. Throughout their career, they have worked at J. Biance Advisory Services, Inc, The Cit Group, J. Biance Financial, Inc, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, American Financial Education Alliance, J Biance Wealth Management, LLC, Change Of Pace, Inc and Champion For Children Foundation Of Highlands County, Inc. Biance holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Florida. Ae Wealth Management, LLC is a financial advisory firm headquartered in Topeka, KS. The firm has offices in 450 locations and a total of 571 employees. It administers $19 billion in assets across its 160,475 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Ae Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Ae Wealth Management, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Biance Work History
Jason has been registered as a financial advisor for 6 years.*
Ae Wealth Management, LLC
J Biance Wealth Management, LLC
Champion For Children Foundation Of Highlands County, Inc
J. Biance Financial, Inc
Change Of Pace, Inc
American Financial Education Alliance
Global Financial Private Capital, LLC
J. Biance Advisory Services, Inc
The Cit Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Biance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Lawrence, KS
Topeka, KS
Oviedo, FL
Winter Garden, FL
San Diego, CA
Denver, CO
Topeka, KS
Platte City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
