American Elite Advisory

Sean Horn is a financial advisor with American Elite Advisory, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes roles at Texas Elite Advisory, Jefferson Asset Management, OneAmerica Securities, Anchor Financial, and American United Life. Outside of his advisory work, he is a mortgage notary closer and owns A.S.H. Enterprises, LLC, which supports his spouse’s skin-care business and related activities. American Elite Advisory provides discretionary portfolio management and supervisory services to individual and high-net-worth investors, employing a fundamental value-oriented investment approach combined with technical and quantitative strategies. The firm offers customized portfolios through separately managed accounts and access to third-party programs, maintaining a multi-office presence with a seven-advisor team.

Vernon Bell is a financial advisor with American Elite Advisory holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and concurrently provides business consulting, planning, strategy, and life and health insurance services through Vast Data Services, Inc. American Elite Advisory is a team-based firm that provides discretionary investment management and account supervision primarily for individual and high-net-worth clients. The firm combines fundamental value equity selection with active technical and quantitative strategies, managing approximately $20.1 million in discretionary assets across about 73 client relationships.

Robert Lozano is a financial advisor at American Elite Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining American Elite Advisory in 2022, he worked at Royal Fund Management, LLC from 2019 to 2022 and has held a long-term role at Federal Express Corporation since 2014. He is also an independent insurance agent, providing basic needs assessments and financial planning related to life insurance, long-term care, and fixed annuities. American Elite Advisory provides discretionary investment management primarily to individual and high-net-worth clients, using a combination of fundamental value equity selection and active technical and quantitative strategies. The firm manages assets through separately managed accounts and partners with multiple custodians and sub-advisors.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.