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Jason Charles Biance

Advisor at AE Wealth Management, LLC — St. Petersburg, FL

Updated today

Credentials

CFP®, Series 65

Experience

11 years

Location

St. Petersburg, FL

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

456

Across 248 offices

Clients per advisor

279 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Jason Biance is a CFP® professional with 11 years of industry experience, currently serving at AE Wealth Management, LLC. His prior roles include positions at Global Financial Private Capital, LLC and American Financial Education Alliance. He serves as treasurer for the Champion for Children Foundation of Highlands County, a nonprofit focused on child abuse awareness and family support services. AE Wealth Management is an SEC-registered investment adviser that provides a platform-based approach to serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a combination of internally managed, third-party, and advisor-managed models.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

See office

St. Petersburg, FL

St. Petersburg FL

Advisors at this office

1

Most active in

Florida · Texas

Work history

11 years of industry experience

American Financial Education Alliance

2019 - 2020 • 1 year

Charlotte, NC

AE Wealth Management, LLC

2017 - Present • 9 years

Topeka, KS

J Biance Wealth Management, LLC

2016 - Present • 10 years

Hendersonville, NC

Global Financial Private Capital, LLC

2015 - 2017 • 2 years

Sarasota, FL

Champion for Children Foundation of Highlands County, Inc.

2015 - Present • 11 years

Sebring, FL

J. Biance Financial, Inc.

2014 - Present • 12 years

Jacksonville, FL

Change of Pace, Inc.

2010 - Present • 16 years

Sebring, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
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Joseph S

CFP®, Series 63, Series 65

St Petersburg, FL

IQ Retirement Portfolios LLC

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Annuities
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