JK
CFP
JK
CFP

Justin Kissner

10 Years of Experience
Clearwater, FL
Broker

Justin Kissner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Clearwater, FL, with 10 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

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

2605 Enterprise Road E, Suite 250, Clearwater, FL, 33759

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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 partner in Linington & Kissner, LLC, established to own business personal property for their Raymond James Advisor Select Branch. He dedicates minimal time to operations, and the business generates no revenue.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.Broker
July 2016 - Present · 10 yrs 4 mos
State Registrations35 states
AKALAZCACOCTFLGAHIILKYLAMEMIMNMOMTNCNHNJNMNYOHOKORPARISCTNTXUTVAVirgin IslandsWAWI
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.
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