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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-18
  • NC RA
    APPROVED
    Since 2024-04-18

Branch Locations

80 Peachtree Rd Ste 220, Asheville, NC 28803 • United States

735 5Th Ave W, Hendersonville, NC 28739 • 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 04/2024 Present
Gaston Business Association Gastonia NC 08/2021 06/2022
Western North Carolina Ordinariate Hendersonville NC 06/2021 06/2022
Appalachian Coffee Company Hendersonville NC 05/2018 06/2022
Nellies Southern Kitchen Belmont NC 10/2018 02/2019
Belmont Abbey College Belmont NC 08/2018 05/2022
Hendersonville High School Hendersonville NC 09/2015 06/2018
J Biance Financial Hendersonville NC 06/2022 Present
J Biance Wealth Management Hendersonville NC 04/2024 Present
  • 04/2024 → Present
    Topeka, KS
  • 08/2021 → 06/2022
    Gaston Business Association
    Gastonia, NC
  • 06/2021 → 06/2022
    Western North Carolina Ordinariate
    Hendersonville, NC
  • 05/2018 → 06/2022
    Appalachian Coffee Company
    Hendersonville, NC
  • 10/2018 → 02/2019
    Nellies Southern Kitchen
    Belmont, NC
  • 08/2018 → 05/2022
    Belmont Abbey College
    Belmont, NC
  • 09/2015 → 06/2018
    Hendersonville High School
    Hendersonville, NC
  • 06/2022 → Present
    J Biance Financial
    Hendersonville, NC
  • 04/2024 → Present
    J Biance Wealth Management
    Hendersonville, NC
Other Businesses

1) IMMACULATE CONCEPTION CATHOLIC CHURCH FINANCE BOARD; NOT INVESTMENT RELATED; 208 7TH AVE W, HENDERSONVILLE, NC 28791; CHURCH; VOLUNTEER/MEMBER OF THE BOARD; 8/20/2025; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; ATTEND A ONCE-MONTHLY MEETING. ACT AS A SOUNDING BOARD AND PROVIDE INPUT ON FINANCIAL DECISIONS IN THE CHURCH. 2) J BIANCE WEALTH MANAGEMENT; YES INVESTMENT RELATED; 735 5TH AVENUE WEST, HENDERSONVILLE, NC 28739; INSURANCE AND ANNUITY SALES; FINANCIAL ADVISOR; 1/4/2023; 40HRS/MO; 40HRS/MO DURING SECURITIES TRADING HOURS; INSURANCE AND ANNUITY SALES. 3) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 735 5TH AVE W, HENDERSONVILLE, NC 28739; ESTATE PLANNING; FACILITATOR; 7/10/2026; 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 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28

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