Joshua Thomas Burns
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Joshua Thomas Burns? 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
12 years in the industry.
- Ae Wealth Management, LLCMay 2026 to now
- Russell Total Wealth & WellnessFeb 2026 to now
- Amway CorporationMar 2014 to now
- Lendmark FinancialMay 2022 to Feb 2026
- Onemain FinancialJun 2017 to May 2022
- Advanced Drainage SystemsMar 2017 to Jun 2017
- Around Campus GroupApr 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8268486
- Firm CRD
- 282580