JG
CFP
JG
CFP

Justin Gedlen

16 Years of Experience
Addison, TX
BrokerSells Insurance

Justin Gedlen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Addison, TX, with 16 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

14135 Midway Road, Suite G100, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin is a partner at Disciplined Advisors Group and a financial professional at FFEC Wealth Partners, dedicating about a quarter of his time to each. He also sells life and long-term care insurance and owns Disciplined Advisors Group, LLC for expense management, spending minimal time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2022 - Present · 4 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
April 2011 - April 2022 · 11 yrs
First Financial Equity CorporationBroker
January 2010 - April 2022 · 12 yrs 3 mos
Wea Investment Services, INC.Broker
January 2008 - August 2008 · 7 mos
State Registrations14 states
AZCACOILINLAMDMIMNOKORTXUTWI
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.
Justin Gedlen - Financial Advisor | TrueAdvisor