JO
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Justin Oliphant

5 Years of Experience
Columbus, IN
Broker

Justin Oliphant is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbus, IN, with 5 years of industry experience. Justin 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

3038 State St, Columbus, IN, 47201

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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 registered representative for Integrity Wealth Management, dedicating full-time hours to financial services. He also serves as treasurer for Grace Baptist Church of North Vernon, Inc., spending a few hours per week, and as an event coordinator for The Castle Games LLC, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
Cetera Advisors LLC
June 2020 - March 2024 · 3 yrs 9 mos
Cfd Investments, INC.Broker
November 2019 - December 2019 · 1 mo
State Registrations1 state
IN
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.
Justin Oliphant - Financial Advisor | TrueAdvisor