JM
JM
Justin Marcus
39 Years of Experience
Bluffton, SC
1 DisclosureBrokerSells Insurance
Justin Marcus is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 39 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
Bluffton, SC
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019Denied
Other Business ActivitiesSells Insurance
Justin works as an insurance agent selling fixed insurance products for various companies since June 2024. This takes a few hours per week, some of which occur during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - March 2025 · 1 yr 9 mos
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
June 2006 - June 2021 · 15 yrs
Voya Financial Advisors, INC.Broker
June 2006 - June 2021 · 15 yrs
H&r Block Financial Advisors, INC.Broker
August 2005 - June 2006 · 10 mos
H&r Block Financial Advisors, INC.
August 2005 - June 2006 · 10 mos
Banc of America Investment Services, INC.Broker
July 1999 - August 2005 · 6 yrs 1 mo
Banc of America Investment Services, INC.
May 1998 - August 2005 · 7 yrs 3 mos
Ba Investment Services, INC.Broker
July 1992 - July 1999 · 7 yrs
Gna Securities, INC.Broker
September 1989 - February 1991 · 1 yr 5 mos
Brennan Ross Securities, INC.Broker
August 1988 - September 1989 · 1 yr 1 mo
Blinder, Robinson & CO., INC.Broker
June 1986 - June 1988 · 2 yrs
Great Western Brokerage, INC.Broker
August 1985 - September 1985 · 1 mo
Katersky Securities, INC.Broker
May 1984 - June 1984 · 1 mo
Equus FinancialBroker
November 1983 - April 1984 · 5 mos
State Registrations6 states
AZCACOMINCSC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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