TrueAdvisor
TrueAdvisor
JB
JB

Justin Bastian

Morgan Stanley
17 Years of Experience
South Jordan, UT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Justin Bastian is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 17 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 Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

View Full SEC Brochure

Location

680 West 10000 South, South Jordan, UT, 84095

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.
Financial
March 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 8 mos
Morgan StanleyBroker
February 2026 - Present · 8 mos
Previous Registrations
LPL Enterprise, LLC
May 2025 - June 2025 · 1 mo
LPL Enterprise, LLCBroker
May 2025 - June 2025 · 1 mo
LPL Enterprise, LLCBroker
October 2024 - May 2025 · 7 mos
LPL Enterprise, LLC
October 2024 - May 2025 · 7 mos
Osaic Wealth, INC.
September 2023 - September 2024 · 1 yr
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Securities America, INC.Broker
February 2023 - June 2024 · 1 yr 4 mos
Sagepoint Financial, INC.
July 2022 - September 2023 · 1 yr 2 mos
Osaic Wealth, INC.Broker
September 2021 - September 2024 · 3 yrs
Woodbury Financial Services, INC.Broker
September 2021 - January 2024 · 2 yrs 4 mos
Fsc Securities CorporationBroker
September 2021 - November 2023 · 2 yrs 2 mos
Sagepoint Financial, INC.Broker
September 2021 - September 2023 · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2017 - April 2020 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
March 2016 - April 2020 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2016 - April 2020 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
January 2011 - August 2015 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - August 2015 · 4 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2010 - January 2011 · 1 mo
Wells Fargo Investments, LLC
December 2010 - January 2011 · 1 mo
Wells Fargo Investments, LLC
March 2010 - May 2010 · 2 mos
Wells Fargo Investments, LLC
July 2007 - March 2010 · 2 yrs 8 mos
Wells Fargo Investments, LLCBroker
July 2007 - May 2010 · 2 yrs 10 mos
Wells Fargo Investments, LLC
March 2006 - April 2007 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
February 2006 - April 2007 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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
More financial advisors in South Jordan, UT →All financial advisors in Utah →