Ryan Francis Poticny

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

• 09/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2024 → Present
  J Biance Financial
  Jacksonville, FL
• 07/2021 → 01/2024
  Fidus Roofing And Construction
  St. Augustine, FL
• 09/2009 → 07/2021
  Cathedral Basilica Of St. Augustine (Diocese Of St. Augustine)
  St. Augustine, FL
• 09/2018 → 07/2021
  St. Joseph Academy (Diocese Of St. Augustine)
  St. Augustine, FL
• 06/2020 → 07/2021
  Berkshire Hathaway Florida Network Realty
  St. Augustine, FL

Other Businesses

1) J Biance Financial; Yes Investment Related; 1301 Riverplace Boulevard Ste 2420 Jacksonville, FL 32207; Life Insurance; Insurance Agent; 1/2024; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Write life insurance where suitable. 2) Berkshire Hathaway; Not Investment Related; St. Augustine, FL; Real Estate; Referral Agent; 6/2020; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; I can choose to refer potential clients to local realtors. 3) Estate Planning Documents Services; Not Investment Related; 1301 Riverplace Blvd 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
  2025-09-08