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Justin Steers

32 Years of Experience
San Diego, CA
Broker

Justin Steers is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin is a board member for the Exit Planning Institute, an education company, since October 2023. He spends minimal time on this activity, primarily during business hours, for marketing purposes.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2018 - March 2018 · 0 mos
Wells Fargo Clearing Services, LLC
March 2018 - March 2018 · 0 mos
UBS Financial Services INC.
December 2001 - March 2023 · 21 yrs 3 mos
UBS Financial Services INC.Broker
May 1995 - March 2023 · 27 yrs 10 mos
Prudential Securities IncorporatedBroker
January 1995 - May 1995 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - January 1995 · 4 mos
Smith Barney INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
Lehman Brothers INC.Broker
July 1993 - July 1993 · 0 mos
Chatfield Dean & CO., INC.Broker
April 1993 - May 1993 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Justin Steers - Financial Advisor | TrueAdvisor