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Justin Anthony Reckers

Fonte Financial Advisors

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About Justin Anthony Reckers

Justin Anthony Reckers is a financial advisor at Fonte Financial Advisors. Justin has been in the industry since 2006, working with clients to achieve their financial goals. Justin has a deep understanding of financial markets and a strong commitment to providing his clients with personalized advice. Fonte Financial Advisors provides fee-only comprehensive wealth management services. Justin is a Certified Financial Planner® and a Certified Divorce Financial Analyst®. Justin is also a trustee for the National Multiple Sclerosis Society. Justin is committed to helping his clients achieve their financial goals.

Firm Information

Justin Reckers is currently registered with Fonte Financial Advisors. Fonte Financial Advisors is a Carlsbad, CA-based registered investment advisor with $124,400,796 in regulatory assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Fonte Financial Advisors

703 PALOMAR AIRPORT ROAD

CARLSBAD, CA 92011

$124.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Reckers’s Registration & Firm History

CA

08/03/2021 - Present

Fonte Financial Advisors (CARLSBAD CA)

CO

03/01/2018 - 03/23/2021

CALTON & ASSOCIATES, INC. (Denver CO)

CA

03/26/2007 - 03/27/2015

GIRARD SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 04/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Justin Anthony Reckers. Review regulatory record here.
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