JW
JW

Justin James Weinkle

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Investment management only
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Location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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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 Activities

Justin works as the Chief of Staff at Dynasty Financial Partners, an RIA, since 2013. This role involves managing calendars, scheduling, and arranging meetings, taking nearly full-time hours.

Employment History
Current Registrations
Dynasty Wealth Management, LLC
July 2018 - Present · 7 yrs 7 mos
Dynasty Securities, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - January 2018 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - August 2009 · 1 yr
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.