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JW

Justin A. Wolfort

BROWN, GIBBONS, LANG & COMPANY SECURITIES
Cleveland, OH 44114
Some features on this profile are disabled
CRD#: 4935134
JW

Professional summary

Justin Arthur Wolfort is a registered financial professional currently at BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC located in Cleveland, Ohio.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2005. Justin has worked at 2 firms and has passed the Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Justin Arthur Wolfort'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

October 1, 2015 - Present

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

Office #1: 1375 E. 9th Street Suite 2500, Cleveland, OH 44114
BD
CRD#: 29540
Cleveland, OH
Past

August 15, 2012 - July 8, 2015

WESTERN RESERVE PARTNERS LLC

BD
CRD#: 133158
CLEVELAND, OH
Past

November 10, 2005 - September 13, 2010

WESTERN RESERVE PARTNERS LLC

BD
CRD#: 133158
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(10/1/2015)

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BG
BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC
B. G. SECURITIES, INC. | BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC | BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. | BROWN, GIBBONS & COMPANY SECURITIES, INC.

CRD#: 29540 / SEC#: , 8-44816

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Mailing Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Phone number
(216) 241-2800
Established
Delaware since 01/01/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BGL HOLDCO LLCOWNER
PETRYK, ANDREW KELLEYCEO & CCO1548442
RIORDAN, TIFFANYFINOP/PFO/POO6313437

Disclosures

Regulatory Event1

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

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

CRD#: 29540Cleveland, OH 44114

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