JA
JA

Justin Adams

21 Years of Experience
Amarillo, TX
1 DisclosureBroker

Justin Adams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Amarillo, TX, with 21 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

3131 Bell St Ste 101, Amarillo, TX, 79106

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2019
Other Business Activities

Justin serves as a director for Adams, starting in December 2020. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLC
September 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2013 - September 2019 · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2013 - September 2019 · 6 yrs 7 mos
Waddell & Reed, INC.
June 2005 - February 2013 · 7 yrs 8 mos
Waddell & Reed, INC.Broker
June 2005 - February 2013 · 7 yrs 8 mos
State Registrations18 states
ARAZCODEFLGAIAILMOMSNCNMOHOKORSCTXWA
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.
More Advisors