Justin D. Kawar

MATADOR FINANCIAL

Tallahassee, FL 32303

Some features on this profile are disabled

CRD#: 5229207

Professional summary

Justin D Kawar, who also goes by Justin Daniel Kawar, is a registered financial advisor currently at MATADOR FINANCIAL located in Tallahassee, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Daniel Kawar

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 is employed by Edgewater Group located at 2639 N. Monroe Street, Ste B-101, Tallahassee, FL 32303. Business focuses on distressed real estate, providing advisory and acquisition services. This business is investment related. Justin is the Director of Accounting & Finance �?" duties include account and finance overview, oversee monthly closing of properties, review of quarterly and annual financial statement summary for submissions. Started with this company in July of 2020. Justin devotes approximately 160 hours per month to this business. He devotes 160 hours to this business during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin D Kawar'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

March 31, 2025 - Present

MATADOR FINANCIAL

Office #1: 2639 N. Monroe St. Ste B-109, Tallahassee, FL 32303Office #2: 2639 N. Monroe St. Ste B-109, Tallahassee, FL 32303

RIA

CRD#: 171065

Tallahassee, FL

Past

September 12, 2016 - December 31, 2024

TORO WEALTH MANAGEMEMENT LLC

RIA

CRD#: 175106

TALLAHASSEE, FL

Past

January 12, 2010 - February 4, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TALLAHASSEE, FL

Past

December 7, 2009 - February 4, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TALLAHASSEE, FL

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

Florida
(3/31/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2009

General Securities Representative Examination

Current Firm

MATADOR FINANCIAL

MATADOR FINANCIAL | RUST, ERIC ANTHONY | MATADOR FINANCIAL PLANNING LLC

CRD#: 171065 / SEC#:

Florida

Registered Investment Advisory firm - (7/7/2014 Approved)

Illinois

Registered Investment Advisory firm - (3/21/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/8/2024 Terminated)

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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Saint Johns, FL

Mailing Address

Phone number

(844) 262-8236

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 11,031,958

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.

Similar Advisors

Stacy Miller

BAYVIEW FINANCIAL PLANNING

IAR

Lutz, FL

Robert Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA

Peter Garelick

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

IAR

Valencia, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin D. Kawar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin D Kawar's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATADOR FINANCIAL

TORO WEALTH MANAGEMEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/31/2009

SIE

Date: 2/4/2015

Series 7

Date: 12/4/2009

Current Firm

MATADOR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MATADOR FINANCIAL

TRUST BUT VERIFY

Similar Advisors