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Justin Ross

4 Years of Experience
Austin, TX

Justin Ross is a registered investment advisor at Unifimoney RIA, based in Austin, TX, with 4 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $87K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$87K

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4901 E. Cesar Chavez St., Austin, TX, 78702

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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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Employment History
Current Registrations
Unifimoney RIA
February 2026 - Present · 3 mos
Previous Registrations
Unifimoney RIA
March 2024 - December 2024 · 9 mos
Kinly Advisors, LLC
June 2022 - December 2022 · 6 mos
J.P. Morgan Securities LLCBroker
September 2020 - February 2021 · 5 mos
J.P. Morgan Securities LLC
September 2020 - February 2021 · 5 mos
Robert W. Baird & CO. Incorporated
November 2018 - August 2020 · 1 yr 9 mos
Robert W. Baird & CO. IncorporatedBroker
November 2018 - August 2020 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
November 2017 - November 2018 · 1 yr
Wells Fargo Clearing Services, LLCBroker
October 2017 - November 2018 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

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.
Justin Ross - Financial Advisor | TrueAdvisor