JR
ChFC
JR
ChFC

Justin Reagan

23 Years of Experience
Montgomery, TX
BrokerSells Insurance

Justin Reagan is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, TX, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Montgomery, TX

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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

Justin owns rental real estate property and spends minimal time on it. He also owns Chane Reagan Financial Services DBA, selling insurance and fixed products, dedicating a few hours per week to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
January 2011 - October 2024 · 13 yrs 9 mos
Securian Financial Services, INC.Broker
October 2008 - December 2009 · 1 yr 2 mos
MML Investors Services, INC.Broker
August 2006 - October 2008 · 2 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
July 2001 - July 2006 · 5 yrs
State Registrations1 state
TX
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.