John Joseph Navin

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

• 10/2014 → 10/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 06/1993 → 09/2020
  John Navin & Associates
  Brentwood, TN
• 04/2025 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 08/2020 → 12/2025
  Retire Fit
  Nashville, TN
• 09/2020 → Present
  The Navin Group
  Nashville, TN
• 09/2022 → 12/2025
  Eco
  Nashville, TN
• 04/2025 → Present
  American Financial Education Alliance
  Concord, NC
• 01/2026 → Present
  Genesis Project
  Kingston Springs, TN

Previous Registrations

• 2014-10-21 → 2016-10-04
  Global Financial Private Capital, Inc.
  Franklin, TN
  Sarasota, FL
  Brentwood, TN
• 2008-08-14 → 2014-10-23
  Trustmont Advisory Group, Inc.
  Franklin, TN
  Greensburg, PA
  Franklin, TN
• 2008-05-20 → 2008-07-09
  Envision Investment Advisors, Llc
  Franklin, TN
  Omaha, NE
  Saint Charles, IL
• 2005-07-22 → 2008-04-15
  Waterstone Financial Group, Inc.
  St. Charles, IL
  Brentwood, TN
  Crystal Lake, IL
• 2003-03-14 → 2005-07-25
  Woodbury Financial Services, Inc.
  St Charles, IL
• 2002-09-20 → 2003-03-03
  Usallianz Securities, Inc.
  St Charles, IL

Other Businesses

1.) The Navin Group; Yes Investment Related; 5110 Maryland Way Suite 250 Brentwood TN 37027; Insurance Sales; Owner; Start Date: 09/2020; Approx hours per month: 160; Approx hours during trading: 160; Insurance Sales and Services. 2.) John Navin; Yes Investment Related; 45016 Centennial Blvd, Ste 200, Nashville, TN 37209; Book Sales; Author; Start Date 01/2017; Approx hours per month: 1; Approx hours during trading: 1; Book Sales, Author of financial Book. 3.) 50 Forward; Not Investment Related; 8101 Highway 100, Nashville TN 37221; Community Engagement; Board Member; Start Date: 01/2024; Approx hours per month: 1; Approx hours during trading: 1; Quarterly board meeting. 4.) Nashville Wine Auction; Not Investment Related; 3015 Poston Ave Ste 200, Nashville TN 37212; Fundraising Events; Board Member; Start Date: 01/2024; Approx hours per month: 1; Approx hours during trading: 1; Quarterly board meetings. 5.)American Financial Education Alliance; Yes Investment Related; 349 Copperfield Blvd NE STE-L #106, Concord NC 28025; Financial Education; Presenter; Start Date: 04/2025; Approx hours per month: 4; Approx hours during trading: 0; Presenter. 6.) Estate planning document services, 5110 Maryland Farms, Brentwood, TN 37209: Investment Related: Yes, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 01/2026, Approx hours per month: 5, Hours during trading: 5 7.) Genesis Project; Investment Related: No; 1174 Street Rd, Kingston Springs TN 37082; Rental Propery; Owner; Start Date 01/2026; Approx hours per month: 10; Approx hours during trading: 10; Oversee rentals, determine what groups can use. IF going to a corporation we will charge more than if a non-profit wants to utilize our space. Think corporate retreats. I would be the one selling the idea to the corporation to use our facility for their next brain storming event.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-13
• S63 Uniform Securities Agent State Law Examination
  1995-11-11

Other Names

• John J Navin