Justin Breece is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
15169 N Scottsdale Road Suite C340-350, [Satellite], Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is a trustee for his father's trust and the Breece Private Wealth Management 401k, and owns Valhalla Property LLC, Breece Private Wealth Management LLC, Chateau Penrose LLC, rental property in Dallas, and JWB88 LLC. He dedicates nearly full-time hours to Breece Private Wealth Management LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Crown Investment Banking, INC.Broker
Crown Capital Advisors LLC
State Registrations25 states
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