JG
CFP
JG
CFP

Justin Gervais

15 Years of Experience
Bayport, MN
Sells Insurance

Justin Gervais is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Bayport, MN, with 15 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 3,514 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,514 clients
Average Client Portfolio
$896K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are non-negotiable and based on a fixed percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

342 Fifth Avenue North, Suite 100, Bayport, MN, 55003

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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 sells fixed insurance products as an insurance agent, dedicating minimal time to this activity. He also works as a financial advisor/IAR for AdvisorNet Financial and owns Stonebridge Wealth Partners, spending about a quarter of his time at AdvisorNet and full-time at Stonebridge. Justin also works as property maintenance staff for GHS Development LLC, spending about 10-20% of his time there.

Employment History
Current Registrations
Advisornet Wealth Partners
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cetera Investment Advisers LLC
December 2023 - August 2024 · 8 mos
Cetera Advisor Networks LLCBroker
December 2023 - August 2024 · 8 mos
RBC Capital Markets, LLC
June 2013 - December 2023 · 10 yrs 6 mos
RBC Capital Markets, LLCBroker
June 2013 - December 2023 · 10 yrs 6 mos
Ameriprise Financial Services, INC.
November 2011 - August 2012 · 9 mos
Ameriprise Financial Services, INC.Broker
November 2011 - August 2012 · 9 mos
Cri Securities, LLCBroker
December 2009 - June 2011 · 1 yr 6 mos
Securian Financial Services, INC.Broker
December 2009 - June 2011 · 1 yr 6 mos
State Registrations1 state
MN
Advisor

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.
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