Unclaimed
Justin Temple is a financial advisor registered with J.P. Morgan Securities LLC. Justin has over 14 years of experience in the financial services industry. Justin has earned the Series 6, 7, 63, and 66 securities licenses and the SIE exam. Justin is registered to offer investment advice in Arizona, Colorado, New Mexico, Tennessee, Texas and Wyoming. Previously, Justin worked as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/01/2022 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
02/02/2016 - 01/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
02/26/2008 - 06/13/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
AZ
12/10/2007 - 01/28/2008
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
AZ
11/29/2005 - 01/23/2006
INTERSECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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