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JB

Justin M. Biance

AE WEALTH MANAGEMENT
Jacksonville, FL 32207-9032
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CRD#: 6267148
JB

Professional summary


Justin Michael Biance, who also goes by Justin Michael Biance Mr., is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Michael Biance Mr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
J. BIANCE FINANCIAL- INVESTMENT RELATED- PRINCIPAL- 545 S. PINE ST. SEBRING, FL, 33870. INSURANCE SALES. START DATE: 12/26/2013. 80 HOURS/MONTH, 80 HOURS/TRADING. SALE OF BOOK POSITION: Author NATURE: Selling book online INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 735 5TH Avenue West, Hendersonville NC 28739, United States DESCRIPTION: Author of book

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Justin Michael Biance's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 4, 2017 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 1301 Riverplace Blvd Suite 2130, Jacksonville, FL 32207-9032Office #2: 80 Peachtree Rd Ste 220, Hendersonville, NC 28803Office #3: 3277 Fruitville Rd Ste F2, Sarasota, FL 34237Office #4: 545 S Pine St, Sebring, FL 33870Office #5: 735 5th Ave W, Hendersonville, NC 28739Office #6: 211 Randall St, Greer, SC 29651
RIA
CRD#: 282580
Jacksonville, FL
Past

January 7, 2016 - January 5, 2017

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
Sebring, FL
Past

January 23, 2015 - December 31, 2015

J. BIANCE FINANCIAL

RIA
CRD#: 173218
SEBRING, FL
Past

March 5, 2014 - September 8, 2014

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
SEBRING, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/17/2017)
IAR
North Carolina
(1/4/2017)
IAR
Texas
(10/10/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/26/2013
Uniform Investment Adviser Law Examination

Current Firm


AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)
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Contact information


Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

Regulatory assets under management


Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AE WEALTH MANAGEMENT, LLC

CRD#: 282580Jacksonville, FL 32207-9032

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