Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lawrence Willis is a financial advisor with Raymond James Financial Services Advisors, Inc. Justin has been in the financial industry since January 1, 2015 and has a total of 10 years of experience. Justin is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Justin has experience working with individual clients as well as business and institutional clients. Justin's experience includes working at JP Morgan Securities LLC, Principal Securities, Inc. and Pinnacle Asset Management. Justin is registered with the state of Virginia as a Registered Investment Advisor and the state of Maryland as a Registered Investment Advisor. Justin's office is located at 1800 Tysons Blvd., Suite 600, McLean, VA 22102.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
11/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (McLean VA)
DC
11/16/2018 - 08/23/2022
J.P. MORGAN SECURITIES LLC (Washington DC)
MD
07/09/2012 - 08/26/2016
PRINCIPAL SECURITIES, INC. (BETHESDA MD)
BOTH
Issued 05/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Willis is the right advisor for you? Invested Better is here to help.
