JB
JB

Justin Bohall

24 Years of Experience
Morristown, NJ
Broker

Justin Bohall is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 24 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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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 involved with Bohall Services Inc and Bohall Opportunity, LLC, business entities for tax/investment purposes. He is also associated with Private Advisor Group, LLC as a Registered Investment Advisor, and Bayview Financial Group as a DBA for LPL business, dedicating full-time hours to these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
April 2016 - Present · 10 yrs 1 mo
LPL Financial LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - April 2016 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - January 2009 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - January 2009 · 5 yrs 3 mos
AXA Advisors, LLCBroker
August 2001 - December 2003 · 2 yrs 4 mos
State Registrations22 states
AZCOFLGAILINMAMEMIMNNCNJNMNYOHORPARISCTNTXVA
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.
Justin Bohall - Financial Advisor | TrueAdvisor