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John J Miavez

Ae Wealth Management, LLC

Palm City, FL

CRD 7851681

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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:

Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-07-29

Branch Locations

Palm City, FL • 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
Martin County High School Stuart FL 08/2016 05/2019
Florida State University Tallahassee FL 06/2019 12/2023
American United Life Tallahassee FL 03/2024 06/2026
Oneamerica Securities Tallahassee FL 11/2024 06/2026
Unemployed Tallahassee FL 01/2024 02/2024
Ae Wealth Management, Llc Topeka KS 07/2026 Present
Ae Financial Services, Llc Topeka KS 07/2026 Present
American Heritage Financial Palm City FL 02/2024 Present
  • 08/2016 → 05/2019
    Martin County High School
    Stuart, FL
  • 06/2019 → 12/2023
    Florida State University
    Tallahassee, FL
  • 03/2024 → 06/2026
    American United Life
    Tallahassee, FL
  • 11/2024 → 06/2026
    Oneamerica Securities
    Tallahassee, FL
  • 01/2024 → 02/2024
    Unemployed
    Tallahassee, FL
  • 07/2026 → Present
    Topeka, KS
  • 07/2026 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 02/2024 → Present
    American Heritage Financial
    Palm City, FL
Previous Registrations
Other Businesses

1. American Heritage Financial; Palm City, FL; Non-Variable Insurance Sales; Agent; Start Date 2/2024; Investment Related; Approx 160 Hrs/Month, 160 Hrs/Month during trading hours; Insurance Sales and Services. 2. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services. 3. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-09
  • S66 Uniform Combined State Law Examination
    2025-07-09
Other Names
  • John Miavez

View on SEC IAPD

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