John
Navin

Ae Wealth Management, LLC

CRD#2683077
Investment Advisor
in Nashville, TN

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About this Advisor

John Navin is a financial advisor based in Nashville, Tennessee, working with Ae Wealth Management, LLC. John has previously held positions at Trustmont, Global Financial Private Capital, LLC, John Navin & Associates, Ae Wealth Management LLC, The Navin Group, Eco, and Retire Fit. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Tennessee. Currently, John is part of Ae Wealth Management, LLC, which operates out of Nashville, Tennessee. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

5016 Cenennial Blvd Ste 200
Nashville, TN 37209

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

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

578

TN Average: 44
Total Number of Accounts

277,294

TN Average: 4,091
Average Account Size

$97,668

TN Average: $548,316

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

John Navin Work History

2022 - Present (2 years)

Eco

2020 - Present (4 years)

The Navin Group

2020 - Present (4 years)

Retire Fit

2016 - Present (8 years)

Ae Wealth Management LLC

2014 - 2016 (2 years)

Global Financial Private Capital, LLC

2007 - 2014 (7 years)

Trustmont

1993 - 2020 (27 years)

John Navin & Associates

Disclosures

Please visit the SEC profile of John Navin 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

Morgan Lawrence
Topeka, KS
Morgan Gray
Fort Collins, CO
Stewart Smith
Greenville, SC
Samantha Shucavage
Wilmington, NC
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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