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RH

Robert E. Horne

AE WEALTH MANAGEMENT
Jacksonville, FL 32258
Some features on this profile are disabled
CRD#: 6435812
RH

Professional summary


Robert Edward Horne JR, who also goes by Bob Horne, Robert Horne, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Horne | Robert Horne

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.
NUVENTURE FINANCIAL GROUP; INVESTMENT-RELATED; 13241 BARTRAM PARK BLVD., SUITE 913 JACKSONVILLE, FL 32258; INSURANCE SALES AND SERVICE; PRESIDENT/OWNER; 1/2019; 20 HOURS PER MONTH; 20 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Edward Horne JR'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 18, 2019 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 13241 Bartram Park Blvd Unit 913, Jacksonville, FL 32258
RIA
CRD#: 282580
Jacksonville, FL
Past

September 28, 2017 - January 16, 2019

IMG WEALTH MANAGEMENT, INC.

RIA
CRD#: 285966
JACKSONVILLE, FL
Past

August 31, 2017 - December 31, 2018

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Jacksonville, FL
Past

April 19, 2017 - August 31, 2017

GWN SECURITIES INC.

RIA
CRD#: 128929
JACKSONVILLE, FL
Past

April 13, 2017 - April 18, 2017

GWN SECURITIES INC.

RIA
CRD#: 128929
JACKSONVILLE, FL
Past

April 3, 2015 - August 31, 2017

GWN SECURITIES INC.

BD
CRD#: 128929
JACKSONVILLE, 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
(1/18/2019)
IAR
Texas
(11/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

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 32258

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