JL
JL

Justin Lee

21 Years of Experience
Chicago, IL
3 DisclosuresBrokerSells Insurance

Justin Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Chicago, IL, with 21 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

Chicago, IL

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History

Regulatory History (3)
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Judgment / Lien
February 2010
Judgment / Lien
November 2008
Judgment / Lien
January 2008
Other Business ActivitiesSells Insurance

Justin is an insurance agent selling various insurance products, dedicating about 10-20% of his time. He is also a managing partner at JMJ Financial Group Inc. and a registered representative at HBW Partners, both involving insurance and financial services, each taking about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2017 - Present · 8 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2022 - June 2023 · 8 mos
Hbw Securities LLCBroker
March 2008 - July 2017 · 9 yrs 4 mos
World Group Securities, INC.Broker
March 2005 - January 2008 · 2 yrs 10 mos
Thomas James Associates, INC.Broker
June 1992 - September 1992 · 3 mos
State Registrations14 states
CAFLGAIDILINMDMIMNNYTXUTWAWI
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.
Justin Lee - Financial Advisor | TrueAdvisor