linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Martin James

Foster Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Martin James

Justin Martin James is a financial advisor with Foster Group, Inc. in West Des Moines, IA. Justin has been in the financial services industry since 2019. Justin's primary focus is in providing financial planning and portfolio management services to individuals and businesses. Justin also has experience working with charitable organizations, irrevocable trusts, and corporations. Justin holds a Series 7, Series 63, Series 65, and SIE license. Justin is also registered with the state of Iowa as an investment advisor representative. Justin's previous experience includes positions at Cambridge Investment Research, Inc. and Mutual Securities, Inc.

Firm Information

Justin James is currently registered with Foster Group, Inc.. Foster Group, Inc. is an investment advisor headquartered in WEST DES MOINES, IA, United States. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, irrevocable trusts, and other clients. The firm manages approximately $3.24 billion in assets.
Foster Group, Inc.

6601 WESTOWN PARKWAY

WEST DES MOINES, IA 50266

$3.24B

Assets Under Management

3

Total Clients

45

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin James’s Registration & Firm History

IA

02/06/2024 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

09/01/2021 - 07/19/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Pella IA)

IA

10/30/2019 - 08/06/2021

MUTUAL SECURITIES, INC. (Pella IA)

Not sure if Justin Martin James is right for you?

Licenses & Designations

BC

Issued 11/08/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Martin James.
Not sure if Justin Martin James is right for you?