Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Justman is a financial advisor with over 40 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC. and is licensed in California, Nevada and Texas. David has been involved in various roles within financial services, including experience at J.P. Morgan Securities LLC, Paine Webber Incorporated, Bateman Eichler, Hill Richards, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is also involved in several philanthropic efforts including the Jewish Institute for National Security Affairs and Legion Alpha.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
02/07/2025 - Present
Wells Fargo Clearing Services, LLC (CARSON CITY NV)
CA
10/20/1988 - 06/26/2015
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NA
08/21/1984 - 10/19/1988
PAINEWEBBER INCORPORATED
NA
06/06/1983 - 09/07/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
12/08/1978 - 06/30/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/01/1976 - 12/20/1978
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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