JP
JP

Justin Preissler

26 Years of Experience
Augusta, GA
3 DisclosuresBroker

Justin Preissler is a registered investment advisor at Raymond James & Associates, INC., based in Augusta, GA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1325 Greene Street, Augusta, GA, 30901

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014
Settled
Customer Dispute
June 2013
Denied
Customer Dispute
April 2008
Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2005 - March 2021 · 16 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - March 2021 · 20 yrs 5 mos
First Union Brokerage Services, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
State Registrations15 states
ALCAFLGAKSLAMAMIMONCOHSCTXVAWA
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.