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Justin Daniel Bojanski

Allworth Financial, LP

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About Justin Daniel Bojanski

Justin Bojanski is a financial advisor registered with Allworth Financial, LP. Justin has been in the financial industry since 2010 and has a wide range of experience serving clients in Folsom, California. Justin is registered as an Investment Advisor Representative in California and holds the Series 66, Series 24, Series 7TO, Series 99TO, and SIE licenses. Justin's past employment includes time with Hanson McClain Securities and Hanson McClain Advisors.

Firm Information

Justin Bojanski is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Bojanski’s Registration & Firm History

CA

02/03/2022 - Present

Allworth Financial, LP (FOLSOM CA)

CA

01/13/2014 - 06/26/2015

HANSON MCCLAIN SECURITIES (FOLSOM CA)

CA

03/09/2010 - 05/03/2013

HANSON MCCLAIN (FOLSOM CA)

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Licenses & Designations

BOTH

Issued 03/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2020

Series 24 - General Securities Principal Examination

BC

Issued 11/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/24/2019

Series 99TO - Operations Professional Examination

BC

Issued 06/26/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Daniel Bojanski.
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