Justin Bitner
Justin Bitner is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Salt Lake City, UT, with 30 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
4525 South Wasatch Blvd., Suite 250, Salt Lake City, UT, 84124
Get directionsHistory
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
Justin is the President and Owner of JGB Financial Services, Inc., and part owner of Sterling Financial Group, LLC, both established to facilitate securities business. He also sells fixed insurance under the name 'Sterling Financial Group', is a General Partner in Eight's Great, Ltd., Manager of Shooster Club, LLC, and Owner of JCB Holdings, LLC and Pine Camp Holdings, LLC, all private entities.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations17 states
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
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