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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 an Investment Advisor Representative who is registered with Capital Group Private Client Services, Inc.. Justin Brennan has been working in the financial services industry since 2001. Justin Brennan has experience with Barclays Capital Inc, Sterne, Agee & Leach, Inc, RBC Capital Markets Corporation, and RBC Dain Rauscher Inc. Justin Brennan is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor. Justin Brennan holds Series 63, Series 65, Series 7 and SIE exams. Justin Brennan is currently registered with the following states: California, Georgia, Illinois, Nevada, New York, and Texas. Justin Brennan has specialized in the following services: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Capital Group Private Client Services, Inc. is a firm with a focus on serving high-net-worth individuals, charitable organizations, and pooled investment vehicles. They provide portfolio management services and have over $38 billion in assets under management.
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 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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