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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Brooks is a financial advisor with Seven Post Investment Office LP. Justin has been in the financial industry since 2000. Justin is currently registered with the state of California as an investment advisor representative. Prior to joining Seven Post Investment Office LP, Justin was employed at Presidio Capital Advisors, LLC and Presidio Merchant Partners LLC. Justin has a Series 63 and Series 65 licenses and a Series 6 license. Justin's specializations include: investment advisory services, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, and educational seminars. Justin specializes in serving individuals and businesses. Justin's firm, Seven Post Investment Office LP, has approximately $7.49 billion in assets under management.
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.
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.
Investment consulting services
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.
A percentage of the total value of assets under management is charged.
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CA
02/29/2024 - Present
Seven Post Investment Office LP (SAN FRANCISCO CA)
CA
08/24/2004 - 04/25/2005
PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)
CO
05/24/2002 - 04/25/2005
PRESIDIO MERCHANT PARTNERS LLC (DENVER CO)
NJ
01/31/2000 - 11/03/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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