Jacksonville, FL Deerwood Park Blvd Office

Ethan Robertson is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for over a decade at Coggin Honda St Augustine within the Asbury Automotive Group. He also serves as a financial advisor at NuVenture Financial Group, where he sells life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Jacob Mcleod is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. He has worked at AE Wealth Management and NuVenture Financial Group since 2023. Outside of advisory work, he has experience in several industries including roofing, retail jewelry, and food service. 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 employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Jenna Simpson is a CFP® professional at AE Wealth Management, LLC with four years of industry experience. She has held roles at Ashwood Metrics, where she is currently owner and creative director, and has operated as an operations manager in insurance sales at NuVenture Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services to manage assets for a large number of clients through discretionary model portfolios and multiple investment strategies.

Robert Horne Jr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NuVenture Financial Group and IMG Wealth Management. He is also president and owner of NuVenture Financial Group, where he is involved in the sale of fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs that license models to other RIAs.