Carl Anthony Leblanc

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

• 03/2012 → 02/2018
  New York Life Insurance Company
  New Orleans, LA
• 07/2012 → 12/2019
  Nylife Securities Llc
  New Orleans, LA
• 02/2018 → 12/2019
  New York Life Insurance Co
  Charlotte, NC
• 12/2019 → 05/2022
  Lincoln Investment Planning
  Fort Washington, PA
• 05/2022 → 11/2024
  Pruco Securities, Llc
  Metairie, LA
• 05/2022 → 11/2024
  The Prudential Insurance Co. Of America
  Metairie, LA
• 11/2024 → 07/2025
  Lpl Enterprise, Llc
  Hendersonville, NC
• 03/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2025 → Present
  J Biance Financial
  Hendersonville, NC
• 03/2026 → Present
  J Biance Wealth Management
  Hendersonville, NC

Other Businesses

1) J Biance Financial; Not Investment Related; 735 5th Ave West Hendersonville, NC 28739; Insurance; Agent; 7/1/2025; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours. 2) Steps to Hope; Not Investment Related; 232 E Mills St. Columbus, NC 28772; Non-profit Domestic Abuse Shelter; Board Member/Assistant Treasurer; 7/15/2025; Approx. 3hrs/Mo; 0hrs/Mo during Securities Trading Hours. 3) Estate Planning Documents Services; Not Investment Related; 735 5th Ave., Hendersonville NC 28739; Estate Planning; Facilitator; 7/15/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 4) St. John the Baptist Catholic Church; Not Investment Related; 180 Laurel Ave, Tryon, NC 28782; Church Financial Council; Member; 2/28/2025; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; The finance council helps advise our pastor on financial decisions related to running our church. I do not have any check writing authority.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-23
• S63 Uniform Securities Agent State Law Examination
  2013-04-12