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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aaron Justice is a financial advisor with United Advisor Group. James has been in the financial services industry for over 15 years, working with clients in Tennessee and across the country. James has earned his Series 6, 7, 63, and 65 licenses and holds an active IA registration in Tennessee. His firm offers a wide range of services, including financial planning, portfolio management, educational seminars, and the selection of other advisors. James specializes in working with high-net-worth individuals, corporations, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/06/2024 - Present
United Advisor Group (CINCINNATI OH)
TN
03/31/2021 - 07/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Franklin TN)
TN
01/17/2020 - 03/31/2021
THE O.N. EQUITY SALES COMPANY (Brentwood TN)
TN
02/08/2019 - 12/31/2019
THE O.N. EQUITY SALES COMPANY (Brentwood TN)
TN
07/11/2011 - 04/02/2012
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
11/09/2005 - 06/13/2011
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
IA
Issued 03/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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