JS
CFP
JS
CFP

Justice Smith

7 Years of Experience
Phoenixville, PA
BrokerSells Insurance

Justice Smith is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Phoenixville, PA, with 7 years of industry experience. Justice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Phoenixville, PA

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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 ActivitiesSells Insurance

Justice is a financial advisor with Tundidor Wealth & Investment Group, dedicating full-time hours to sales and service of insurance, securities, and investment products. Justice also sells fixed insurance products with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
June 2018 - June 2021 · 3 yrs
Voya Financial Advisors, INC.Broker
April 2018 - June 2021 · 3 yrs 2 mos
State Registrations14 states
AZCACTDEFLGAMDNCNJNYPASCTXVA
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.
Justice Smith - Financial Advisor | TrueAdvisor