Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Barley is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Justin is currently registered with Cerity Partners LLC in Kentucky and has passed the Uniform Investment Adviser Law Examination (Series 65). Justin is also a Registered Representative in Kentucky. Justin previously worked at ARGI Investment Services and Western Kentucky University. Justin specializes in a variety of financial planning services including portfolio management, financial planning, pension consulting, and selection of other advisors. Justin has worked with individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Justin's firm, Cerity Partners LLC, is headquartered in New York City with offices in Louisville, Kentucky and New York. The firm provides a wide range of financial advisory services and has assets under management of over $80 billion.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
04/30/2023 - Present
Cerity Partners LLC (LOUISVILLE KY)
IA
Issued 05/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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