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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Brennan is a financial advisor registered with Capital Group Private Client Services, Inc. Justin Brennan has been in the industry for over 20 years. Justin Brennan specializes in providing investment advice to high-net-worth individuals and families. Justin Brennan is also a registered representative of Barclays Capital Inc. and has experience working with other firms including Sterne, Agee & Leach, Inc. and RBC Capital Markets Corporation. Justin Brennan holds the Series 63, Series 65, Series 7 and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
CA
10/09/2013 - 06/25/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
09/23/2009 - 10/14/2013
STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)
CA
02/06/2004 - 03/09/2007
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
NY
08/16/2001 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 12/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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