James Alan Bear

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

• 01/2000 → Present
  J. Alan Financial, Inc.
  Champlin, MN
• 12/2011 → 09/2017
  Global Financial Private Capital
  Sarasota, FL
• 09/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2023 → Present
  J. Alan Capital Management, Llc
  Maple Grove, MN

Previous Registrations

• 2024-12-03 → 2025-06-30
  J. Alan Capital Management, Llc
  Maple Grove, MN
• 2014-04-16 → 2017-09-12
  Global Financial Private Capital, Inc.
  Maplegrove, MN
  Sarasota, FL

Other Businesses

1) J. Alan Financial Inc; Yes Investment Related; 7219 Forestview Lane N, Maple Grove, MN 55369; Insurance Sales; Owner; Start Date 01/2000; Approx. 70 HOURS/WEEK SIMULTANEOUS WITH INVESTMENT ADVISORY BUSINESS; 16 HOURS DURING SECURITIES TRADING HOURS; Insurance Sales and Services, Annuities and Life Insurance products. 2) James Bear; Not Investment Related; Self Employed Musician/Freelance Drumming; Start Date 06/1998; Approx. 10 hours a month; Zero hours during trading hours; Rehearse and play in band. 3) Elliott Properties; Not Investment related; 7219 Forestview Lane N, Maple Grove, MN 55369; Rental Income, President; Start Date 10/2019; Approx. 01 hours a month; Approx. 00 hours during trading; Paying bills and managing QuickBooks.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1987-11-06

Other Names

• Jim Bear
• James A Bear