Justin L. Soucie

G&S CAPITAL LLC

Denver, CO 80111

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CRD#: 4245339

Professional summary

Justin Lloyd Soucie, CFP®, who also goes by Justin Soucie, is a registered financial advisor currently at G&S CAPITAL LLC located in Denver, Colorado.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Justin has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.

Biography

Justin lives with his wife, Jillian, and son Carter in Greenwood Village, Colorado, with three loving, goofy golden retrievers. He is active in his community and with a local nonprofit, ACE Scholarships. When not in the office, he can be found mountain biking, rooting for Colorado sports teams, and spending time with his family.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Employee and Employer Plan Ben...

Retirement Income Management

Divorce Planning

Education Planning

Tax Planning

Estate Planning

Insurance Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

College/Education Planning

Corporate Executives

Divorce Planning

High Net Worth Client Needs

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Justin Soucie

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.

9/20/2013: REAL ESTATE RENTAL - ESTER LLOYD - BUSINESS PARTNER, DAVID GROAT. - TIME SPENT 1%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lloyd Soucie's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 28, 2014 - Present

G&S CAPITAL LLC

Office #1: 7887 E. Belleview Ave. Suite 1225, Denver, CO 80111

RIA

CRD#: 171033

Denver, CO

Past

March 7, 2005 - June 20, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

ENGLEWOOD, CO

Past

March 7, 2005 - June 20, 2014

LPL FINANCIAL LLC

CRD#: 6413

ENGLEWOOD, CO

Past

November 19, 2004 - March 11, 2005

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

July 26, 2004 - March 11, 2005

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 29, 2002 - June 21, 2004

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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".

G&S CAPITAL LLC

CRD#: 171033 / SEC#: 801-79801

RIA

Registered Investment Advisory firm - (5/27/2014 Approved)

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

Colorado
(5/28/2014)

IAR

Texas
(1/16/2015)

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: 7/30/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/28/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

G&S CAPITAL LLC

CRD#: 171033 / SEC#: 801-79801

RIA

Registered Investment Advisory firm - (5/27/2014 Approved)

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Contact information

Main Address

7887 E. Belleview Ave. Suite 1225, Denver, CO 80111

Mailing Address

Phone number

(303) 773-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

G&S FORM ADV PART 2A (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,164
AUM (Assets Under Management)	$ 389,047,855

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

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin L. Soucie

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lloyd Soucie's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

G&S CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2004

Series 7

Date: 7/23/2004

Series 6

Date: 10/28/2002

Current Firm

G&S CAPITAL LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

G&S CAPITAL LLC

TRUST BUT VERIFY

Contact information

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