Best Investors Account Sign in
Inactive

Ryan Francis Poticny

Ae Wealth Management, LLC

Jacksonville, FL

Claim This Profile
Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

1301 Riverplace Boulevard Ste 2420, Jacksonville, FL 32207 • 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 09/2025 Present
J Biance Financial Jacksonville FL 01/2024 Present
Fidus Roofing And Construction St. Augustine FL 07/2021 01/2024
Cathedral Basilica Of St. Augustine (Diocese Of St. Augustine) St. Augustine FL 09/2009 07/2021
St. Joseph Academy (Diocese Of St. Augustine) St. Augustine FL 09/2018 07/2021
Berkshire Hathaway Florida Network Realty St. Augustine FL 06/2020 07/2021
  • 09/2025 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor