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Justin Herger

Franklin Distributors, LLC

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About Justin Herger

Justin Herger is a financial advisor with Franklin Distributors, LLC, a firm based in Stamford, CT. Justin has been in the financial industry since 2001. Justin is registered with the state of Connecticut and holds Series 7, 24, 52, 63, and 65 licenses. Justin has worked for several financial institutions, including Putnam Retail Management Limited Partnership, Franklin Templeton Financial Services Corp., Templeton/Franklin Investment Services, Inc., Franklin/Templeton Distributors, Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc.

Firm Information

Justin Herger is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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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Justin Herger’s Registration & Firm History

CT

04/15/2008 - Present

Franklin Distributors, LLC (STAMFORD CT)

CT

01/02/2024 - 08/06/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)

CT

11/05/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Stamford CT)

CT

11/05/2020 - 07/07/2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (Stamford CT)

CT

10/27/2020 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Stamford CT)

NY

04/02/2007 - 02/07/2008

MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)

NY

06/07/2005 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

IA

08/25/2000 - 03/26/2001

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MD

10/14/1997 - 06/28/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MI

07/29/1996 - 08/25/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 07/18/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Herger.
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