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Justin Ryan Williams

Ae Wealth Management, LLC

Carrollton, TX

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
  • TX RA
    APPROVED
    Since 2025-01-02

Branch Locations

4425 Plano Pkwy Ste 101, Carrollton, TX 75010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 01/2025 Present
Strategic Estate Planning Services Carrollton TX 01/2024 Present
Hillwood, A Perot Company Dallas TX 09/2019 10/2023
United States Marine Corps Abuje XX 09/2014 09/2019
  • 01/2025 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

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