JL
JL

Justin Liska

6 Years of Experience
chico, CA

Justin Liska is a registered investment advisor at Jml Investmenst LLC, based in chico, CA, with 6 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.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

After an initial portfolio analysis for $100, clients can pay $10/month for ongoing access to JML Investments' services, including monthly newsletters with market updates and alerts on their specific investments. This gives clients access to JML Investments for questions or needs.

  • Portfolio analysis and recommendations — $100, includes assistance with account creation or adjustment and addresses investing questions.
Annual Retainer:From $120/year
One-Time Plan:From $100
Loading...

Location

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

Justin is a landlord of a duplex in Chico, CA since January 2019. He spends minimal time managing the property.

Employment History
Current Registrations
Jml Investmenst LLC
February 2020 - Present · 6 yrs 3 mos
State Registrations1 state
CA
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.