Joe A. Justus

RETIREPATH WEALTH

Little Rock, AR 72212

Some features on this profile are disabled

CRD#: 4254176

Professional summary

Joe Allen Justus is a registered financial advisor currently at RETIREPATH WEALTH, LLC located in Little Rock, Arkansas.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joe has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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) Joe Justus Insurance Agency LLC dba Justus Landry & Hawkins Insurance Agency; Yes; Little Rock, AR; Insurance Sales; Insurance Agent/ Principal; 05/1988; 140/ HRS MO; 140/ HRSMO (2) Joe A. Justus, Sole Proprietor; No; Bono, AR; Farming; Farmer; 07/2019; 2/ HRS MO; 0/ HRS MO;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Allen Justus'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

January 2, 2025 - Present

RETIREPATH WEALTH, LLC

Office #1: 11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

RIA

CRD#: 324109

Little Rock, AR

Past

July 20, 2016 - December 31, 2024

TRUTORO

RIA

CRD#: 169291

Little Rock, AR

Past

January 21, 2016 - December 31, 2024

TRUTORO

CRD#: 169291

Little Rock, AR

Past

March 29, 2013 - December 11, 2014

ST. BERNARD FINANCIAL SERVICES, INC.

CRD#: 36956

LITTLE ROCK, AR

Past

November 6, 2000 - May 7, 2010

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LITTLE ROCK, AR

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

Arkansas
(1/2/2025)

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 65

Date: 7/19/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/28/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREPATH WEALTH, LLC

CRD#: 324109 / SEC#:

Arkansas

Registered Investment Advisory firm - (3/15/2023 Approved)

Texas

Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

Mailing Address

Phone number

(501) 904-5858

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 52,000,000

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.

Similar Advisors

Joshua Carter

MML INVESTORS SERVICES, LLC

IAR

Conway, AR

Chad Carlson

LPL FINANCIAL LLC

IAR

Little Rock, AR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joe A. Justus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Allen Justus's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREPATH WEALTH, LLC

TRUTORO

TRUTORO

ST. BERNARD FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2016

Series 63

Date: 5/9/2013

SIE

Date: 10/1/2018

Series 6

Date: 3/28/2013

Current Firm

RETIREPATH WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREPATH WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors