Unclaimed
Justin C. Bakewell is a financial advisor at Brightside Partners. Justin has over 10 years of experience in the financial services industry and is registered to provide investment advice in Maryland and Virginia. Justin is a Series 63, 66, 7 and SIE licensed professional. Justin provides financial planning and portfolio management services to high-net-worth individuals and other clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of assets advised on
1
2
MD
10/17/2022 - Present
Brightside Partners (BALTIMORE MD)
MD
07/26/2017 - 07/30/2020
J.P. MORGAN SECURITIES LLC (Baltimore MD)
DC
11/05/2010 - 08/01/2012
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Justin Bakewell is the right advisor for you? Invested Better is here to help.