JL
JL
Justin Lippincott
15 Years of Experience
Portland, OR
1 DisclosureBroker
Justin Lippincott is a registered investment advisor at Raymond James & Associates, INC., based in Portland, OR, with 15 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
5 SE Martin Luther King, Jr. Blvd,, Suite 600, Portland, OR, 97214
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
J.P. Morgan Securities LLC
October 2023 - May 2024 · 7 mos
J.P. Morgan Securities LLCBroker
October 2023 - May 2024 · 7 mos
Morgan Stanley
July 2018 - November 2021 · 3 yrs 4 mos
Morgan StanleyBroker
July 2018 - November 2021 · 3 yrs 4 mos
UBS Financial Services INC.Broker
August 2014 - June 2018 · 3 yrs 10 mos
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - November 2008 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - November 2008 · 2 yrs 11 mos
State Registrations47 states
AKALARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
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.