Jonathan Michael Joles

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

• 12/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2019 → Present
  J. Biance Financial
  Sebring, FL
• 06/2017 → 02/2019
  Hardee County Family Ymca
  Wauchula, FL
• 05/2013 → 05/2017
  Sun'n Lake Improvement District
  Sebring, FL

Other Businesses

1.) J. Biance Financial; Yes Investment Related; 545 S Pine Street, Sebring, FL 33870; Insurance Sales; Associate Advisor; 02/2019; Approx. 160hrs/Mo; Approx.160hrs/Mo during Trading; Insurance Sales and Services. 2.) Estate Planning Documents Services; Not Investment Related; 1301 Riverplace Blvd, Suite 2420 Jacksonville, FL 32207; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-11

Other Names

• Jonathan Joles