Justin Wroten
Justin Wroten is a registered investment advisor at Primerica Advisors, based in Jacksonville, FL, with 22 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
12276 San Jose Blvd, Ste 309-C, Jacksonville, FL, 32223
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2019Other Business Activities
Justin sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Justin is also the owner of Justin K. Wroten, LLC, a legal entity formed for Primerica business purposes, dedicating full-time hours to it.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations10 states
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
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