JD
JD

Justin R. Dzik

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

6750 West Loop South, Suite 1080, Bellaire, TX, 77401

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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 is a member of Dzik Investments, a financial management partnership with his father, dedicating full-time hours. He is also a member of Polkabla Family LLC, which invests in real estate and traditional investments, and a board member of Trees for Houston, a non-profit, spending minimal time.

Employment History
Current Registrations
Shearson Financial Services, LLC
April 2023 - Present · 2 yrs 10 mos
Shearson Financial Services, LLCBroker
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
RBC Capital Markets CorporationBroker
December 2009 - September 2010 · 9 mos
State Registrations4 states
NJPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.