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Justene Charlesworth

3 Years of Experience
Valparaiso, IN
BrokerSells Insurance

Justene Charlesworth is a registered investment advisor, based in Valparaiso, IN, with 3 years of industry experience.

Location

2000 Comeford Road, Suite 1, Valparaiso, IN, 46383

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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

Justene works as an accountant at Charlesworth Financial Services LLC, which provides tax services, financial advising, and offers various investment products including life insurance and annuities, taking nearly full-time hours. She also works part-time as a customer service representative at The J-Mart Inc. and as a fitness instructor at Spenga, dedicating about 10-20% of her time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
December 2022 - September 2025 · 2 yrs 9 mos
Avantax Investment Services, INC.Broker
October 2022 - September 2025 · 2 yrs 11 mos
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.
Justene Charlesworth - Financial Advisor | TrueAdvisor