Justin Robertson
CRD Number: 4302130Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Justin Robertson (CRD# 4302130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 22 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Jupiter, FL | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter, FL | Jun 2021 - Current | 3 |
| Truist Investment Services, Inc. | West Palm Beach, FL | Feb 2021 - Jun 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Jun 2021 | < 1 |
| Bb&t | Palm Beach Gardens, FL | Jan 2019 - Jun 2021 | 2 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Jun 2021 | 3 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Sep 2015 - Jun 2021 | 5 |
| Bb&t Bank | Palm Beach, FL | Sep 2015 - Jan 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart, FL | Apr 2010 - Sep 2015 | 5 |
| Bank Of America N.a. | Stuart, FL | Apr 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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