Justin A. Guerra
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CORONA, CA
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CRD#: 4976390
Professional summary
Justin A Guerra, CFP®, who also goes by Justin A. Guerra, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Corona, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Justin has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I believe that all relationships start with trust and mutual understanding. Therefore, I walk each client through a three step planning process to assist as they are working towards their financial dreams. First we build a personal plan based on your specific goals, second we will build a strategy to put the plan on the right track, and third we will execute the strategy. The goal being that you can move towards having the confidence you need to live the life you want.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Justin A. Guerra
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.
OAA#: 18042 | ORG NAME:JUSTIN A GUERRA - SELF PUBLISHING | ORG ADDR:EASTVALE, CA, US | NATURE OF BUS:PUBLISH POETRY. | INVST REL:N | TITLE:AUTHOR | DUTIES:WRITE BOOKS FOR PUBLISH, ALL NON-INVESTMENT RELATED. | START DT:07/27/2012 | TOTAL HRS P/M:4 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Justin A Guerra'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: 2008
Education
Penn State University
Master of Business Administration (MBA) - Business
2011
Chapman University
Bachelor of Arts (BA) - Economics
2005
Chapman University
Bachelor of Science (BS) - Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691RIA
CRD#: 104555
CORONA, CA
Current
March 31, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691BD
CRD#: 7784
Mission Viejo, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CORONA, CA
Past
June 8, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MISSION VIEJO, CA
Past
September 19, 2005 - March 1, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
SANTA ANA, CA
Past
July 28, 2005 - March 1, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/31/2006)
RR
California(3/31/2006)
IAR
California(3/31/2025)
RR
Colorado(8/30/2017)
RR
Florida(7/2/2014)
RR
Idaho(1/4/2019)
RR
Illinois(1/28/2021)
RR
Kentucky(9/5/2024)
RR
Maryland(1/4/2019)
RR
Massachusetts(11/1/2019)
RR
Michigan(3/28/2016)
RR
Minnesota(11/1/2019)
RR
Missouri(1/6/2017)
RR
New Hampshire(5/21/2024)
RR
New Jersey(12/15/2020)
RR
New York(1/4/2019)
RR
North Carolina(3/2/2024)
RR
Oregon(8/30/2017)
RR
South Carolina(1/6/2017)
RR
Tennessee(10/9/2020)
RR
Texas(3/28/2016)
IAR
Texas(3/31/2025)
RR
Utah(11/1/2019)
RR
Washington(2/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Corona, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
