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Justin Anthony Mcbride

FELTL ADVISORS
Edwardsville, IL
·CRD# 4751503·22 years experience

Professional Summary

Justin Anthony Mcbride is a registered financial advisor currently at FELTL ADVISORS located in Edwardsville, Illinois and FELTL & COMPANY located in Edwardsville, Illinois. Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Justin has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

FELTL ADVISORS·CRD# 165244
RIA
201 East Vandalia, Edwardsville, IL 62025
December 9, 2015 - Present
FELTL & COMPANY·CRD# 6905
BD
201 East Vandalia, Edwardsville, IL 62025
December 8, 2015 - Present
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
RIA
O'fallon, IL
June 1, 2012 - December 7, 2015
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
O'fallon, IL
June 1, 2012 - December 7, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Glen Carbon, IL
October 24, 2008 - June 4, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Glen Carbon, IL
October 24, 2008 - June 4, 2012
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Fairview Heights, IL
January 1, 2008 - October 30, 2008
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Fairview Heights, IL
January 1, 2008 - October 30, 2008
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
Fairview Heights, IL
December 14, 2006 - January 1, 2008
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
Fairview Heights, IL
September 1, 2006 - January 3, 2008
EDWARD JONES·CRD# 250
BD
Troy, IL
March 29, 2004 - September 7, 2006

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Current Firm

FA
FELTL ADVISORS

FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347
RIA
Registered Investment Advisory firm - SEC (11/1/2012 Approved)

Contact Information

Main Address

One Carlson Parkway North Suite 225, Plymouth, MN 55447

Phone Number

(612) 492-8800

# of Employees

15

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FELTL ADVISORS FIRM BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

563

AUM (Assets Under Management)

$165,615,748

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
FA
FELTL ADVISORS

FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347
RIA
Registered Investment Advisory firm - SEC (11/1/2012 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/25/2020)
IAR
Florida
(5/1/2020)
RR
Illinois
(12/9/2015)
IAR
Illinois
(12/9/2015)
RR
Missouri
(12/8/2015)
IAR
Missouri
(1/3/2020)
IAR
Washington
(3/26/2020)
RR
Washington
(1/15/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2018About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Justin Anthony Mcbride's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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