Justin
Hodges

Ae Wealth Management, LLC

CRD#6890771
Investment Advisor
in Kahului, HI

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About this Advisor

Justin Hodges is a financial advisor located in Kahului, Hawaii. Currently an investment advisor with Ae Wealth Management, LLC, they have accrued 11 years of professional experience. Hodges maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Hodges is registered to work with investors in Hawaii and Texas. Their career trajectory has included roles at E.A. Buck Insurance Inc, Blazin' Wings Inc, Food Management Ptnrs, Madison Avenue Securities, LLC, Spc, Parkland Securities, LLC and Ae Wealth Management, LLC. Ae Wealth Management, LLC is located in Kahului, Hawaii, and has 323 other locations throughout the nation. Overall, Ae Wealth Management, LLC oversees $9 billion in assets throughout 74,292 accounts and employs more than 475 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ae Wealth Management, LLC provides 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

HI Average: $2,243,162,756
Total Number of Employees

475

HI Average: 44
Total Number of Accounts

74,292

HI Average: 4,091
Average Account Size

$115,541

HI Average: $548,316

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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

Justin Hodges Work History

Justin has 11 years of experience.

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

2018 - Present (3 years)

E.A. Buck Insurance Inc

2019 - 2019 (< 1 year)

Spc

2018 - 2019 (1 year)

Parkland Securities, LLC

2015 - 2017 (2 years)

Blazin' Wings Inc

2009 - 2013 (4 years)

Food Management Ptnrs

Disclosures

Justin Hodges has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kevin Thornton
Topeka, KS
Jeffry Cole
Temecula, CA
Thomas Tayton
Chicago, IL
Nathaniel Miller
Topeka, KS
Craig Gordinier
Topeka, KS
Amanda Jager
Elgin, IL
Tanner Wells
Las Vegas, NV
Bradley Barkate
Bakersfield, CA

This content was compiled from the SEC and FINRA.

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