Unclaimed
Justin Briscoe is an active investment advisor representative with Edward Jones, based in LONG BEACH, CA. Justin has been in the industry for 3 years and has a Series 66, Series 7TO and SIE. Justin is registered with the state of Texas, as well as 22 other states and the District of Columbia. Justin's current firm is Edward Jones, a large firm with over $10 billion to $50 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, and other businesses. The firm's services include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
CA
04/14/2022 - Present
Edward Jones (LONG BEACH CA)
BOTH
Issued 10/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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