JG
CFP
JG
CFP

Justin Gromley

18 Years of Experience
Ft. Lauderdale, FL
1 DisclosureBroker

Justin Gromley is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Ft. Lauderdale, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

401 East Las Olas Boulevard, Las Olas Centre, Ft. Lauderdale, FL, 33301

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History

Regulatory History (1)
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Regulatory
July 2024
Final
Employment History
Current Registrations
UBS Financial Services INC.
October 2019 - Present · 6 yrs 7 mos
UBS Financial Services INC.Broker
October 2019 - Present · 6 yrs 7 mos
UBS Financial Services INC.
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2019 · 7 yrs
J.P. Morgan Securities LLC
October 2012 - October 2019 · 7 yrs
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
Ameriprise Financial Services, INC.
August 2007 - September 2009 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2007 - September 2009 · 2 yrs 2 mos
State Registrations21 states
AZCACOCTFLGAHIIDMAMINCNJNYOHOKORPASCTXVAWI
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.