Jeffrey Justi
Jeffrey Justi is a registered investment advisor at Advanced Retirement Solutions, LLC, based in San Jose, CA, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 50 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advanced Retirement Solutions does not charge a fee for services to individual participants in retirement plans. They provide one-on-one advice to plan participants regarding their individual situations.
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the President and Founder of Advanced Retirement Solutions, a business used for marketing, retirement plan sales, and management since 2012 and 2017 respectively. He has also been an insurance agent since 2001.
Employment History
Current Registrations
Advanced Retirement Solutions, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Pension Planners Securities, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pension Planners Securities, INC.Broker
Pension Planners Securities, INC.
Securities America Advisors INC
Securities America, INC.Broker
Associated Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations1 state
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.