Justin Rooks is a registered investment advisor at &partners, based in Inverness, FL, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
2309 Highway 44 W, Inverness, FL, 34453
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Regulatory History
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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Justin is a co-trustee of the Anne W Kabrich Irrevocable Trust, a member of JNR Citrus Holdings LLC and Rooks Calf Operation LLC, and a working member of Kabrich Farms and V.E Rooks Family LLC. These activities involve real estate, rental properties, and family farm businesses, requiring minimal time commitment for each.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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