James Joseph Ahern

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 04/2018
  Merrill Lynch
  Melville, NY
• 08/2013 → 05/2017
  Florida State University
  Tallahassee, FL
• 04/2018 → Present
  Nassau County Police Department
  Mineola, NY
• 06/2019 → 01/2023
  Gladstone Wealth Partners
  Melville, NY
• 06/2019 → 01/2023
  Lpl Financial
  Melville, NY
• 01/2023 → Present
  Bison Wealth, Llc Dba Serve And Protect Financial
  Atlanta, GA

Previous Registrations

• 2023-01-20 → 2024-12-31
  Bison Wealth, Llc
  Smithtown, NY
  Atlanta, GA
  South Setuaket, NY
• 2019-07-19 → 2023-01-26
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Melville, NY
• 2017-12-15 → 2018-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Other Businesses

1) 5/2019 - Nassau County Police Department - Police Officer and Union Representative - Not Investment Related - 7700 Jericho Tpke Woodbury, NY 11797 - Police Officer - 144 Hours Per Month/38 Hours During Securities Trading 2) 8/2023 Coverland Brokerage; Insurance Agency; South Setauket NY; Partial Silent Owner; Investment Related; 0 hours per month/ 0 hours during trading hours; no client/prospect communications, silent owner

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Other Names

• James Ahern