Justin J. Spees

JUST ADVISORS

Incline Village, NV

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CRD#: 5205252

Professional summary

Justin Jernee Spees is a registered financial advisor currently at JUST ADVISORS located in Incline Village, Nevada.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 2 firms and has passed the Series 66 and Series 7 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.

Justin J. Spees holds a resident insurance producer license in Nevada. Justin Spees retired from his position as an Assistant Professor of Business and as the Chair of the Business Dept. at Sierra Nevada University located a 999 Tahoe Blvd. in Incline Village, NV. Justin had been working at the University since Fall 2016. Justin Spees is actively involved as the Director of Give The Dream Foundation which is a non-profit charity located at 808 Northwood Blvd. in Incline Village, NV. Justin has been working with the charity since 1997. Justin spends 1-3 hours a week volunteering for Give The Dream Foundation Projects and working on administrative tasks that are not related to the investment business of Just Advisors, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jernee Spees'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®

None

Experience

Current

November 19, 2008 - Present

JUST ADVISORS

RIA

CRD#: 148512

Incline Village, NV

Past

March 20, 2007 - July 31, 2008

COINBASE CAPITAL MARKETS CORP

CRD#: 10722

SAN DIEGO, CA

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

Nevada
(5/24/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/2/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/2007

General Securities Representative Examination

Current Firm

JUST ADVISORS

CRD#: 148512 / SEC#:

California

Registered Investment Advisory firm - (1/2/2022 Terminated)

Nevada

Registered Investment Advisory firm - (5/24/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Incline Village, NV

Mailing Address

Northwood Blvd 2 808, Incline Village, NV 89451

Phone number

(775) 241-3818

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 4,930,814

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.

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Justin J. Spees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jernee Spees's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUST ADVISORS

COINBASE CAPITAL MARKETS CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2007

Series 7

Date: 3/19/2007

Current Firm

JUST ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JUST ADVISORS

TRUST BUT VERIFY

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