JT
JT

Justin Michael Terzo

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$961.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

128 N. May Street, Floor 2, Chicago, IL, 60607

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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 licensed insurance agent in Illinois and may offer and sell insurance products for a commission, dedicating a few hours per week. He is also a registered representative of FSIC and may recommend brokerage trades and receive commissions, also dedicating a few hours per week.

Employment History
Current Registrations
Lake Street
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
United Advisors Services, LLC
December 2017 - June 2018 · 6 mos
FsicBroker
December 2017 - June 2018 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - December 2017 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - December 2017 · 8 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.