J. Burke Howard

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

• 04/2016 → 01/2018
  Kestra Financial Services, Inc
  Austin, TX
• 01/2018 → 04/2022
  Lifepro Asset Management
  Westerville, OH
• 01/2005 → Present
  Merit Advisors, Llc
  Westerville, OH
• 08/2009 → 01/2017
  Goldberg, Clouse & Edgell
  Westerville, OH
• 05/2022 → Present
  Ae Wealth Management Llc
  Topeka, KS

Previous Registrations

• 2018-01-15 → 2022-05-31
  Lifepro Asset Management
  San Diego, CA
  Westerville, OH
• 2016-04-19 → 2018-01-11
  Kestra Advisory Services, Llc
  Westerville, OH
• 2009-06-29 → 2016-09-22
  Kestra Investment Services, Llc
  Westerville, OH
• 2003-10-02 → 2009-07-24
  Ameritas Investment Company, Llc
  Westerville, OH
  Westerville, OH
  Westerville, OH

Other Businesses

1. Merit Advisors, LLC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43081, Insurance, Owner; Start Date: 08/2016; 160 hours per month, 100 hours during trading; Financial Strategy and Insurance Sales. 2. Fellowship of Christian Athletes (Whole in One Ministry) Not Investment Related; 565 Metro Pl S #300, Dublin OH, 43017; Board Member; Start Date 01/2022; 04 hours a month; 00 hours a month during trading; Board member, goes to monthly meetings and assists in planning for fundraisers. 3. Fugezi Hills, LLC; Yes Investment Related; 7020 Newark Road Mt Vernon OH, 43050; Member; Start Date 01/2014; 08 hours a month; 00 hours a month during trading; Partnership and Capital Appreciation 4. Merit Benefits, LCC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43229; Owner; Start Date 12/2019; 02 hours a month; 00 hours a month during trading; Employee Benefits Business offering health oriented insurance solutions.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-03

Other Names

• J.B. Howard