Jeffrey M. Justi

ADVANCED RETIREMENT SOLUTIONS

San Jose, CA

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CRD#: 2080956

Professional summary

Jeffrey Michael Justi, AIF®, who also goes by Jeff Justi, is a registered financial advisor currently at ADVANCED RETIREMENT SOLUTIONS, LLC located in San Jose, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jeffrey has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Justi

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) ADVANCED RETIREMENT SOLUTIONS - President - DBA name used for marketing and business purposes only - SINCE 08/2012 - SAN JOSE, CA - INVESTMENT RELATED. 2)ADVANCED RETIREMENT SOLUTIONS - Founder - Retirement Plan Sales and Management - INVESTMENT RELATED - START DATE: 03/16/2017 - ADDRESS: , San Jose CA. 3) Jeffrey Justi - Insurance Agent - 5/2001 - Present. 1122 Meridian Avenue, San Jose, CA 95125

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Justi'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 30, 2017 - Present

ADVANCED RETIREMENT SOLUTIONS, LLC

RIA

CRD#: 288022

San Jose, CA

Past

August 30, 2013 - September 1, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

SAN JOSE, CA

Past

August 30, 2013 - September 1, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SAN JOSE, CA

Past

February 11, 2009 - November 19, 2013

PENSION PLANNERS SECURITIES, INC.

RIA

CRD#: 14068

RANCHO CORDOVA, CA

Past

August 13, 2008 - September 6, 2013

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SAN JOSE, CA

Past

August 13, 2008 - September 6, 2013

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN JOSE, CA

Past

January 17, 2003 - August 13, 2008

PENSION PLANNERS SECURITIES, INC.

RIA

CRD#: 14068

CAMPBELL, CA

Past

January 17, 2003 - August 13, 2008

PENSION PLANNERS SECURITIES, INC.

CRD#: 14068

CAMPBELL, CA

Past

July 8, 1997 - January 27, 2003

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN JOSE, CA

Past

December 24, 1996 - January 27, 2003

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

December 15, 1994 - December 23, 1996

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

October 8, 1990 - December 21, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 8, 1990 - December 21, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

July 27, 1990 - September 20, 1990

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVANCED RETIREMENT SOLUTIONS, LLC

CRD#: 288022 / SEC#: 801-126168

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (9/10/2022 Terminated)

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).

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

California
(6/30/2017)

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

Series 63

Date: 7/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/1990

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/1995

General Securities Principal Examination

Current Firm

ADVANCED RETIREMENT SOLUTIONS, LLC

CRD#: 288022 / SEC#: 801-126168

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (9/10/2022 Terminated)

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Contact information

Main Address

San Jose, CA

Mailing Address

Phone number

(408) 691-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADVANCED RETIREMENT SOLUTIONS ADV PART 2A - FIRM BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 241,006,151

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jeffrey M. Justi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Justi's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

PENSION PLANNERS SECURITIES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

PENSION PLANNERS SECURITIES, INC.

PENSION PLANNERS SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

ASSOCIATED SECURITIES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ADVANCED RETIREMENT SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/25/1990

SIE

Date: 9/1/2017

Series 7

Date: 10/29/1990

Series 6

Date: 7/25/1990

Series 24

Date: 10/10/1995

Current Firm

ADVANCED RETIREMENT SOLUTIONS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANCED RETIREMENT SOLUTIONS, LLC

TRUST BUT VERIFY

Contact information

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