Joshua Michael Blaker

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

• 01/2010 → 11/2022
  J & M Blaker Llc
  Mesa, AZ
• 07/2016 → Present
  Ae Wealth Management
  Topeka, KS
• 01/2020 → Present
  American Financial Education Alliance
  Charlotte, NC
• 01/2010 → Present
  J&M Blaker Llc
  Gilbert, AZ
• 01/2015 → Present
  Accrue Wealth Designs
  Gilbert, AZ

Previous Registrations

• 2013-07-09 → 2016-08-12
  Global Financial Private Capital, Inc.
  Mesa, AZ
  Sarasota, FL
  Gilbert, AZ

Other Businesses

1.) Accrue Wealth Designs; Yes investment related; 51 West Vaughn Ave, Suite 303, Gilbert AZ 85233; Insurance and Financial Services; Founder/Financial Advisor; Start Date 01/2015; 40 hours; 40 hours trading; Insurance and Financial Services. 2.) American Financial Education Alliance; Investment Related; 8514 McAlpine Park Dr Ste 280, Charlotte NC 28211; Financial Education Classes; Classroom Instructor; Start Date 8/2020;10 hours/month; 5 hours during trading; Classroom instruction for financial planning 3.) J&M Blaker LLC; Investment Related: Yes; 51 W Vaughn Ave Ste 303, Gilbert AZ 85233-4428; Insurance Sales; President/Owner; Start Date 01/2010; Approx hours per month: 30; Approx hours during trading: 30; Insurance Sales and Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-26

Other Names

• Joshua M Blacker
• Joshua M Blaker