Justin Reese is a CFP-designated registered investment advisor, based in Manhattan Beach, CA, with 20 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3071 Highland Ave, Suite 302, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin owns and manages multiple properties through LogScaWin20 LLC and LogScaWin22RB LLC, dedicating minimal time to each. He also works as a financial advisor for NewEdge Wealth, LLC, spending nearly full-time on investment-related business, and sells fixed insurance and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Securities, LLCBroker
New Edge Wealth
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations9 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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