John Joseph Navin
Investment adviser representative at Ae Wealth Management, LLC
33 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you John Joseph Navin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Genesis ProjectJan 2026 to now
- American Financial Education AllianceApr 2025 to now
- The Navin GroupSep 2020 to now
- Ae Wealth Management, LLCOct 2016 to now
- EcoSep 2022 to Dec 2025
- Retire FitAug 2020 to Dec 2025
- John Navin & AssociatesJun 1993 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2683077
- Firm CRD
- 282580