Justin Vestman
Justin Vestman is a registered investment advisor at Lake Avenue Financial LLC, based in Pasadena, CA, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 273 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Avenue Financial charges up to 1.75% of your portfolio per year for investment management. The exact fee is negotiable and will be stated in your client agreement. This fee is deducted from your account monthly or quarterly, either in advance or after the period, depending on your agreement.
Location
301 N Lake Ave, Suite 830, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (2)
Financial
July 2016Customer Dispute
January 2016Other Business Activities
Justin is involved in several outside business activities. He manages rental properties through Desert Valley Holdings LLC, dedicating a few hours per week, and coaches basketball at Bellevue High School. He also has a business entity, Oceanside Capital Management, for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
Lake Avenue Financial LLC
Previous Registrations
Golden State Equity Partners, LLC
Golden State Wealth Management, LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations1 state
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.