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John Navin

Advisor at AE Wealth Management, LLC

Updated today

Location

Brentwood, TN 37027

Credentials

Series 63, Series 65

Industry experience

23 years

About

John Navin is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has held roles at various firms including Global Financial Private Capital and his own John Navin & Associates. Outside of advisory work, he is an author of a financial book, a board member for local community organizations, and leads a quarterly coaching program focused on visionary workshops. AE Wealth Management serves a diverse client base ranging from individual investors to charitable organizations, offering a platform-centered approach with model portfolios, discretionary asset management, and financial planning services. The firm supports its advisors with an internal Investment Consulting Group and operates programs that license models to other RIAs.

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

5110 Maryland Way, Suite 250

Brentwood, TN 37027

Most active in

Illinois · Tennessee

Work history

Genesis Project

2026 - Present (1 year)

Ae Wealth Management Llc

2025 - Present (1 year)

American Financial Education Alliance

2025 - Present (1 year)

Eco

2022 - 2025 (3 years)

The Navin Group

2020 - Present (6 years)

Retire Fit

2020 - 2025 (5 years)

Global Financial Private Capital, LLC

2014 - 2016 (2 years)

John Navin & Associates

1993 - 2020 (27 years)

Disclosures

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

Business activities & affiliations

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William A

Series 66

Nashville, TN

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Active portfolio management
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Series 66

Franklin, TN

Joel Busboom Financial, LLC

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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William J

Series 66

Nashville, TN

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William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Tyler B

CFP®, Series 66

Nashville, TN

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Annuities
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Sofia G

CFA®

Franklin, TN

Skela Financial

Sofia Goryn is a CFA® charterholder currently with Skela Financial in Franklin, TN. She has prior experience at RBC Dominion Securities, CIBC Capital Markets, and 74 & West. Sofia also had a role at the Open Avenues Foundation. Skela Financial is a state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining fundamental, technical, and cyclical analysis across a broad range of securities and offers discretionary portfolio management as well as third-party managed account programs.

Tax-loss harvesting General tax planning Wealth management
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Series 66

Franklin, TN

SagePoint Capital Partners LLC

Winston Justice is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AllianceBernstein L.P. and SageSpring Wealth Partners LLC. Outside of finance, he is the owner and founder of Elixr Coffee Roasters, a chain of coffee shops based in Brentwood, TN. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across multiple risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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