JP
CFP
JP
CFP

Justin Pearlman

23 Years of Experience
Santa Barbara, CA
Broker

Justin Pearlman is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Santa Barbara, CA, 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 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
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Location

1216 State Street, Suite 500, Santa Barbara, CA, 93101

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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 owns rental real estate property since January 2025, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2024 · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2024 · 15 yrs 4 mos
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2003 - June 2009 · 6 yrs 3 mos
State Registrations32 states
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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 Pearlman - Financial Advisor | TrueAdvisor