Chester Jay Blackmon

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 11/2019
  Horter Investment Management
  Cincinnati, OH
• 01/2016 → 08/2017
  Accurate Advisory
  Wesley Chapel, FL
• 08/2017 → 06/2021
  Big Financial Services, Llc
  Tampa, FL
• 11/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2021 → Present
  Trident Retirement Group, Llc
  Tampa, FL

Previous Registrations

• 2018-06-27 → 2019-11-04
  Horter Investment Management, Llc
  Tampa, FL
  Cincinnati, OH

Other Businesses

1.) Trident Retirement Group, LLC; YES INVESTMENT RELATED; 10150 HIGHLAND MANOR DR, SUITE 200 TAMPA, FL. 33610; INSURANCE SALES; OWNER; START DATE 08/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) RENTAL PROPERTY, NON INEVSTMENT RELATED; RENTAL PROPERTY; OWNER; 12/2023; APPROX 3 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; COLLECT RENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-08

Other Names

• Chad Jay Blackmon