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John Stephen Heacock

Ae Wealth Management, LLC

Birmingham, AL

CRD 8323038

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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
AL RA APPROVED 2026-08-06
  • AL RA
    APPROVED
    Since 2026-08-06

Branch Locations

2057 Valleydale Rd Ste 200, Birmingham, AL 35244 • 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 08/2026 Present
Freedom Financial Group Birmingham AL 04/2026 Present
Student Florence AL 09/2015 05/2024
Crunch Fitness Florence AL 05/2021 11/2021
Whitten & Associates Florence AL 01/2024 04/2026
  • 08/2026 → Present
    Topeka, KS
  • 04/2026 → Present
    Freedom Financial Group
    Birmingham, AL
  • 09/2015 → 05/2024
    Student
    Florence, AL
  • 05/2021 → 11/2021
    Crunch Fitness
    Florence, AL
  • 01/2024 → 04/2026
    Whitten & Associates
    Florence, AL
Other Businesses

Freedom Financial Group; Yes, Investment Related; 2057 Valleydale Rd, Ste 200, Birmingham, AL 35244; Insurance Sales; POSITION New Business Coordinator; Start Date 04/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14

View on SEC IAPD

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