AJ
AJ

Andrew Charles Justice

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
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Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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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 ActivitiesSells Insurance

Andrew works as an insurance agent, selling various insurance products. This takes about a quarter of his time and occurs during trading hours.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morningstar Investment Services LLC
February 2013 - October 2022 · 9 yrs 8 mos
Morningstar Associates, LLC
May 2011 - January 2013 · 1 yr 8 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Andrew Charles Justice - Financial Advisor | TrueAdvisor