Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Eugene Rooks is an investment advisor representative with over 14 years of experience in the financial industry. Justin Rooks is currently registered with &partners, a firm with offices in Inverness, FL and Nashville, TN. Justin Rooks previously worked with EDWARD JONES in INVERNESS, FL for over 13 years. Justin Rooks offers a variety of financial planning services, including portfolio management, financial planning and pension consulting. Justin Rooks also provides educational seminars and publication of periodicals. Justin Rooks is a member of JNR Citrus Holdings LLC, Rooks Calf Operation LLC, and V.E Rooks Family LLC. Justin Rooks is also a co-trustee of the Anne W Kabrich Irrevocable Trust. Justin Rooks has been active in the industry since March 26, 2010.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
FL
04/12/2024 - Present
&partners (Inverness FL)
FL
03/26/2010 - 04/15/2024
EDWARD JONES (INVERNESS FL)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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