We Specialize Working With Athletes, Entertainers, Entrepreneurs, & Investors.

About

Boutique by design, not by size.

AEE Mortgage Advisors LLC was founded on a simple observation: the people generating the most income are often the hardest to underwrite. We built a brokerage around that gap.

Our mission

Financing that respects how you actually earn.

Our mission is to give high-performing, non-traditional earners the same access — and better outcomes — than a W-2 borrower walking into a retail bank. We translate contracts, royalties, distributions, and rent rolls into terms underwriters approve, then negotiate across a deep lender bench until the structure fits the life behind the file.

Boutique advisory means limited client load by choice. You work directly with a senior advisor from the first conversation through the closing table — no call queues, no junior handoffs, no surprise conditions three days before funding.

Licensed & Verified

NMLS #2729807

AEE Mortgage Advisors LLC

Verify on NMLS Consumer Access

Equal Housing Lender. Services may not be available in all states.

Everyone Is Welcome Here

We work with everyone — and we specialize in a few.

First-time homebuyers, W-2 salaried professionals, move-up buyers, and families financing their first or fifth home are all welcome, and always have been. Over the years we've also become known for the harder files — professional and collegiate athletes, entertainers, entrepreneurs, and real estate investors whose income doesn't fit a standard form. That depth doesn't replace everyday lending; it simply means your loan is handled by an advisor who has already solved harder ones.

  • First-time buyers: conventional, FHA, VA, and USDA options with step-by-step guidance.
  • W-2 employees: straightforward full-documentation loans, priced competitively.
  • Same senior advisor, same discretion and speed — whatever the loan size.

What we stand for

Discretion

High-profile clients get private handling — limited touchpoints, secure documents, and zero public exposure.

Creative Structuring

Bank statements, DSCR, asset depletion, P&L only, and cross-collateral strategies across a deep lender bench.

Advocacy

One advisor from first call to closing table. No call centers, no handoffs, no surprises.

Access

Direct lines to decision-makers at portfolio, non-QM, and private capital sources nationwide.

Leadership

Meet Harvey Jones.

Harvey Jones, Broker / Owner of AEE Mortgage Advisors LLC

Harvey Jones

Broker / Owner

AEE Mortgage Advisors LLC

Personal NMLS #965271

AEE Mortgage Advisors LLC is led by Harvey Jones, who brings over 18-plus years of experience in the financial services industry and over 25 years as an entrepreneur. Throughout his career, Harvey has worked across diverse lending environments and the financial services industry at Merrill Lynch and Wells Fargo Advisors, developing a deep understanding of financial markets, underwriting guidelines, capital markets, and complex financial scenarios.

More importantly, as an entrepreneur and real estate investor himself, he understands the mindset and needs of the clients AEE serves. This dual perspective — institutional knowledge combined with real-world experience — allows the firm to structure financing solutions that are both strategic and practical.

18+ years in financial services
25+ years as an entrepreneur
Merrill Lynch & Wells Fargo Advisors background
Active real estate investor

Let's talk about your file.

A 15-minute call is usually all it takes to know your path.

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