Justin Willis
Justin Willis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in McLean, VA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 Tysons Blvd., Suite 600, McLean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is an associate/employee at Pinnacle Asset Management, working as a financial advisor and dedicating about 10-20% of his time. He also works as an associate/employee at Pinnacle Financial Partners/Pinnacle Bank, managing a portfolio of trust clients and developing new business, taking up more than half of Justin's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations10 states
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