JB
JB

Justin Everett Boshnack

10 Years of Experience
May Earn Commission
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$117.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1010 Washington Blvd, Suite 300, Stamford, CT, 06901

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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 the president of Three Lakes Trading Company, Inc, an IB guaranteed by AMD Investor Services Inc, dedicating nearly full-time hours to managing the business. He is also the CEO/President of HedgeRock Capital Inc., a commercial real estate finance company, spending about two-thirds of his time on this role.

Employment History
Current Registrations
Vision Investment Advisors, LLC
August 2015 - Present · 10 yrs 6 mos
State Registrations6 states
CACTFLILMANJ
Advisor
Exams
No exam information available for this advisor.
Justin Everett Boshnack - Financial Advisor | TrueAdvisor