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Justin Poplawski

Beacon Pointe Advisors, LLC

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About Justin Poplawski

Justin Poplawski is a financial advisor with Beacon Pointe Advisors, LLC. Justin has been in the financial services industry since 2005 and has a strong track record of success. Justin holds a Series 6, 7, 63, and 65 licenses, and is also a Certified Financial Planner. Justin provides a range of services to individuals, families, and businesses, including financial planning, portfolio management, and insurance planning. Justin is committed to helping his clients achieve their financial goals. Justin is dedicated to providing personalized advice and exceptional service.

Firm Information

Justin Poplawski is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services

Consulting services

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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fixed fees

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

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percentage of assets

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

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Justin Poplawski’s Registration & Firm History

NJ

08/30/2023 - Present

Beacon Pointe Advisors, LLC (Roseland NJ)

NJ

02/25/2015 - 09/08/2023

LPL FINANCIAL LLC (FAIRFIELD NJ)

NJ

07/14/2011 - 02/28/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)

NJ

05/12/2010 - 02/15/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)

NJ

03/15/2007 - 09/28/2009

WELLS FARGO ADVISORS, LLC (SUMMIT NJ)

NJ

12/15/2005 - 06/14/2006

FIRST INVESTORS CORPORATION (FAIRFIELD NJ)

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Licenses & Designations

IA

Issued 05/28/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Poplawski.
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