Justus B. Morgan
FINANCIAL JUSTUS
RACINE, WI
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CRD#: 4697511
Professional summary
Justus Baron Morgan MR., CFP® is a registered financial advisor currently at FINANCIAL JUSTUS located in Racine, Wisconsin.
Justus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Justus has worked at 2 firms and has passed the Series 65 exam.
Biography
Justus read his first book on investing at age 16 and has been fascinated by the field of personal finance ever since. Over 20 years later, he continues to devour information that can help him improve the quality of his clients’ lives.
His decision to focus on advisory relationships was affirmed when a family member in their 80′s who lived out of state asked Justus to review their financial report from a “friendly broker”. To Justus’ dismay, the portfolio was concentrated in a handful of individual stocks which violated just about every tenet of portfolio management. Fortunately, Justus was able to connect the family member with a local firm that espoused a higher standard of duty to their clients which mirrored Financial Service Group’s.
Ever since this experience, Justus has been passionate about not only helping his clients manage the complexities of their personal finances but also doing it through an approach combining academic research and proven best practices. Besides working directly with the clients of Financial Service Group, Justus writes a regular column for the Racine Journal Times newspaper providing practical guidance regarding personal finance decisions.
To enhance his expertise with clients, Justus obtained his CERTIFIED FINANCIAL PLANNER ™ designation through the Certified Financial Planner Board of Standards. As a CFP® Practitioner, he successfully fulfilled a set of education, examination, experience and ethics requirements as well as ongoing continuing education requirements. He is also an Enrolled Agent with the Internal Revenue Service. Enrolled Agents are federally authorized tax practitioners with proven technical expertise. In addition to passing a rigorous two-day examination and background check, Enrolled Agents are required to complete 72 hours of continuing education every three years.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
College/Education Planning
Insurance Related Issues
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1
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.
Mr. Morgan remains licensed as an Investment Adviser Representative with his prior firm, Financial Service Group, Inc ("FSG"). Mr. Morgan intends to remain licensed as an IAR with FSG during the time it takes to transition clients to Financial Justus, LLC. Once the clients have moved to Financial Justus, Mr. Morgan will no longer maintain his licensing as an IAR of FSG.
CRS (Client Relationship Summary) - RIA
Click below to view Justus Baron Morgan MR.'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®
CFP®
Start date: 2006
Experience
Current
June 23, 2025 - Present
FINANCIAL JUSTUS
RIA
CRD#: 336690
RACINE, WI
Past
September 1, 2003 - August 6, 2025
FINANCIAL SERVICE GROUP INC
RIA
CRD#: 107893
RACINE, WI
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".
FJ
FINANCIAL JUSTUS
FINANCIAL JUSTUS | FINANCIAL JUSTUS, LLC
CRD#: 336690 / SEC#: 801-133749
RIA
Registered Investment Advisory firm - (6/23/2025 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
Wisconsin(6/23/2025)
Current Firm
FJ
FINANCIAL JUSTUS
FINANCIAL JUSTUS | FINANCIAL JUSTUS, LLC
CRD#: 336690 / SEC#: 801-133749
RIA
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Contact information
Main Address
Racine, WI
Mailing Address
Phone number
(262) 240-4002
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 156,706,557 |
Red Flags
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