Justin Ryan Williams

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

• 01/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2024 → Present
  Strategic Estate Planning Services
  Carrollton, TX
• 09/2019 → 10/2023
  Hillwood, A Perot Company
  Dallas, TX
• 09/2014 → 09/2019
  United States Marine Corps
  Abuje, XX

Other Businesses

1) Strategic Estate Planning Services; Yes Investment Related; 4425 Plano Pkwy Ste 101 Carrollton, TX 75010; Insurance Business; Insurance Agent; 1/2024; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Assist Agents in determining suitable recommendations for annuities in retirement planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-09