JM
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Justin Marcus
38 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 38 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Bluffton, SC
Get directionsHistory
Regulatory History (1)
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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 4 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
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.