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JK

Justin M. Kunz

INFLECTION CAPITAL MANAGEMENT
San Anselmo, CA
Some features on this profile are disabled
CRD#: 4698735
JK

Professional summary

Justin Michael Kunz is a registered financial advisor currently at INFLECTION CAPITAL MANAGEMENT, LLC located in San Anselmo, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 10 and Series 9 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Kunz'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®
None

Experience

Current

November 15, 2024 - Present

INFLECTION CAPITAL MANAGEMENT, LLC

RIA
CRD#: 333157
San Anselmo, CA
Past

April 1, 2021 - October 17, 2024

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
SAN FRANCISCO, CA
Past

April 1, 2021 - October 17, 2024

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

July 13, 2018 - August 8, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

September 7, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SAN FRANCISCO, CA
Past

April 3, 2008 - October 13, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SAN FRANCISCO, CA
Past

February 6, 2007 - March 12, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN FRANCISCO, CA
Past

August 1, 2005 - January 23, 2007

RFS PARTNERS

BD
CRD#: 18119
SAN FRANCISCO, CA

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".
IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 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
California
(11/15/2024)
IAR
Texas
(11/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/11/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/29/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/9/2012
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/16/2012
General Securities Sales Supervisor - Options Module Examination

Current Firm

IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 Approved)
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Contact information

Main Address
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436
Mailing Address
Phone number
(415) 805-8682
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INFLECTION CAPITAL MANAGEMENT FORM ADV PART 2A (OCTOBER 2025) (10/31/2025)

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 188,452,825

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.

Company Information

INFLECTION CAPITAL MANAGEMENT, LLC

CRD#: 333157San Anselmo, CA

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