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Justin Jake Reppy

Goldstone Financial Group, LLC

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About Justin Jake Reppy

Justin Reppy is a financial professional with over 4 years of experience in the industry. Justin is registered with Goldstone Financial Group, LLC and is also licensed to offer life and fixed annuity sales. Justin is a Series 6 and Series 63 licensed professional and has passed the SIE and Series 65 exams. Justin has prior experience at both Taylor Capital Management Inc. and First Investors Corporation.

Firm Information

Justin Reppy is currently registered with Goldstone Financial Group, LLC. Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.
Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

Assets Under Management

Not reported

Total Clients

13

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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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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percentage of assets

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

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Justin Reppy’s Registration & Firm History

IL

06/08/2018 - Present

Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)

IL

01/26/2017 - 04/18/2018

TAYLOR CAPITAL MANAGEMENT INC. (OAKBROOK TERRACE IL)

IL

10/02/2014 - 02/06/2015

FIRST INVESTORS CORPORATION (LOMBARD IL)

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Licenses & Designations

IA

Issued 05/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Jake Reppy.
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