JV
JV

Justin Vartanian

16 Years of Experience
Fresno, CA
BrokerSells Insurance

Justin Vartanian is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fresno, CA, with 16 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5200 N Palm Ave Ste 110, Fresno, CA, 93704-2225

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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 owns multiple real estate properties and is an independent insurance broker with Banner Life since 2015. He is also involved in Allen & Vartanian LLC and Justin A. Vartanian, LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2011 - Present · 15 yrs 2 mos
Ameriprise Financial Services, LLCBroker
September 2009 - Present · 16 yrs 8 mos
Ameriprise Financial Services, LLC
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Waddell & Reed, INC.
September 2009 - September 2009 · 0 mos
Waddell & Reed, INC.Broker
August 2009 - September 2009 · 1 mo
State Registrations31 states
AKARAZCACOCTGAHIIDILINKSMAMIMNMTNCNVNYOHOKORSCSDTNTXUTVAWAWIWY
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 Vartanian - Financial Advisor | TrueAdvisor