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Justin Daniel Kaplan

Eaton Vance Management

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About Justin Daniel Kaplan

Justin Kaplan is a registered investment advisor representative with Eaton Vance Management. Justin is licensed to offer investment advisory services in all states and territories. Justin has been in the industry since June 2019 and has experience with investment companies, insurance companies, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Justin's firm is Eaton Vance Management and offers portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Justin Kaplan is currently registered with Eaton Vance Management. Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.
Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

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Justin Kaplan’s Registration & Firm History

MA

09/29/2020 - Present

Eaton Vance Management (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Daniel Kaplan.
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