Mark W. Just

THE JUST COMPANY

Indianapolis, IN 46250

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CRD#: 1138738

Professional summary

Mark William Just is a registered financial advisor currently at THE JUST COMPANY located in Indianapolis, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mark has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TJC REAL ESTATE; NOT INVESTMENT RELATED; 5635 CASTLE CREEK PARKWAY N. DRIVE INDIANAPOLIS, IN 46250; REAL ESTATE OWNER; OWNER (51%); 2008; 1HR/MO;0HR/TRADE DAY; NO COMPENSATION; OWNER 2. APPOINTMENTS WITH MULTIPLE CARRIERS; INVESTMENT RELATED; INDIANAPOLIS, IN; LIFE INSURANCE; AGENT; 1982; 4 HRS/MO; 0HRS/TRADE DAY; COMPENSATION- COMMISSION; RECOMMEND AND HELP CLIENTS SELECT PRODUCTS BASED ON THEIR NEEDS AND STATED OBJECTIVES. 3. JUST NATIONAL CORP; NOT INVESTMENT RELATED; INDIANAPOLIS, IN; MARKETING COMPANY; OWNER; 2008; 1HR/MONTH; NOT CURRENTLY COMPENSATED; OWNER 4. Advisors Point; not investment related; Woodlands,TX; fixed annuities & life insurance; agent; 1/27/2021; 12 hrs/month; 1-2 hrs during trading; financial planning presentations via webinar/zoom meetings. 5. Your Family Bank; not investment related; St Augustine, FL; debt reduction/elimination plan; representative; 1/25/2021; 8 hrs/month; 1-2 hrs during trading; educate people on how to get out of debt sooner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William Just's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 11, 2022 - Present

THE JUST COMPANY

Office #1: 8335 Allison Pointe Trail Suite 190, Indianapolis, IN 46250

RIA

CRD#: 119088

Indianapolis, IN

Past

January 26, 2004 - June 18, 2021

TRIAD ADVISORS LLC

CRD#: 25803

INDIANAPOLIS, IN

Past

November 10, 1995 - January 29, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 25, 1995 - November 6, 1995

BOLTON GLOBAL CAPITAL

CRD#: 15650

BOLTON, MA

Past

August 25, 1994 - May 31, 1995

FOUNDATION INVESTORS SECURITIES CORP.

CRD#: 35541

Past

December 30, 1991 - December 31, 2021

THE JUST COMPANY

RIA

CRD#: 119088

INDIANAPOLIS, IN

Past

August 22, 1986 - September 23, 1994

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

September 20, 1983 - September 24, 1986

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(3/11/2022)

IAR

Texas
(3/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/8/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/23/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/8/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/1988

General Securities Principal Examination

Current Firm

THE JUST COMPANY

CRD#: 119088 / SEC#: 801-70088

RIA

Registered Investment Advisory firm - (6/27/2012 Terminated)

California

Registered Investment Advisory firm - (8/22/2021 Terminated)

Indiana

Registered Investment Advisory firm - (3/11/2022 Approved)

Maine

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

Texas

Registered Investment Advisory firm - (3/14/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8335 Allison Pointe Trail Suite 190, Indianapolis, IN 46250

Mailing Address

Phone number

(317) 577-7915

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Mark W. Just

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William Just's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

OSAIC WEALTH, INC.

BOLTON GLOBAL CAPITAL

FOUNDATION INVESTORS SECURITIES CORP.

THE JUST COMPANY

LPL FINANCIAL LLC

JOHN HANCOCK DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2022

Series 63

Date: 7/8/1983

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/20/1988

Series 22

Date: 11/23/1983

Series 6

Date: 7/8/1983

Series 24

Date: 4/29/1988

Current Firm

THE JUST COMPANY

Contact information

Documents

Red Flags

Company Information

THE JUST COMPANY

TRUST BUT VERIFY

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