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Jason B
CFP®, Series 65
St. Petersburg, FL
AE Wealth Management, LLC
Jason Biance is a CFP® professional with 11 years of industry experience, currently serving at AE Wealth Management, LLC. His work history includes roles at American Financial Education Alliance and Global Financial Private Capital, and he has managed his own entities such as J Biance Wealth Management, LLC. Biance is involved with nonprofit organizations focused on child welfare and memory-related illnesses, serving on the boards of Change of Pace, Inc. and Champion for Children Foundation of Highlands County, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.
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