BJ
BJ

Brandon Justus

11 Years of Experience
Monroe, LA
Broker

Brandon Justus is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Monroe, LA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

1809 Glenmar Ave, Monroe, LA, 71201

Get directions

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.

Learn about disclosures →
Other Business Activities

Brandon is the owner of Highland Heights LLC, a family-owned rental property managed by his spouse, dedicating minimal time annually. He also serves voluntarily on the Finance Committee of The First Baptist Church of West Monroe, dedicating minimal time monthly to providing general guidance on budgets and spending.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Fiduciary Investment Consultants, LLC
October 2014 - March 2015 · 5 mos
Fpl Asset Management, LLC
October 2014 - April 2015 · 6 mos
State Registrations23 states
ALARAZCACOFLGAKSLAMDMNMSNCOHOKRISCTNTXUTVAWAWY
AdvisorBrokerBoth

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.
Brandon Justus - Financial Advisor | TrueAdvisor