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Justin Ross Ladden

Navigate 401k, LLC

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About Justin Ross Ladden

Justin Ladden is an investment advisor representative at Navigate 401k, LLC in Birmingham, Alabama. Justin has been in the financial services industry since 2008. Justin Ladden holds Series 6, 63, and 65 securities licenses. Justin is also licensed as a life insurance agent. Justin Ladden has experience working with pension and profit-sharing plans. Justin Ladden is a managing partner at Navigate 401k, LLC. Navigate 401k, LLC is a registered investment advisor that provides investment advisory services to retirement plans. The firm has a total of 11 clients, with assets under management of $131,986,568. Navigate 401k, LLC provides investment advisory services to pension plans and other retirement plans.

Firm Information

Justin Ladden is currently registered with Navigate 401k, LLC. Navigate 401k, LLC is a registered investment advisor based in Birmingham, Alabama. The firm provides investment advice to pension and profit sharing plans. They also offer educational seminars and pension consulting services. Navigate 401k manages approximately $131,986,568 in assets for 11 clients.
Navigate 401k, LLC

ONE INDEPENDENCE PLAZA

BIRMINGHAM, AL 35209

$131.99M

Assets Under Management

11

Total Clients

2

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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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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portfolio management for businesses

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

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 Ladden’s Registration & Firm History

AL

07/30/2024 - Present

Navigate 401k, LLC (BIRMINGHAM AL)

AL

10/13/2008 - 01/14/2015

MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 05/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Ross Ladden.
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