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JV

Justin H. Volkmar

CORRECT CAPITAL WEALTH MANAGEMENT
Clayton, MO 63105
Some features on this profile are disabled
CRD#: 5272179
JV

Professional summary

Justin H Volkmar, who also goes by Justin H Volkmar, Justin Heath Volkmar, Justin Volkmar, is a registered financial advisor currently at CORRECT CAPITAL WEALTH MANAGEMENT, LLC located in Clayton, Missouri.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 10 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin H Volkmar | Justin Heath Volkmar | Justin Volkmar

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) - RIA

Click below to view Justin H Volkmar'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

February 3, 2026 - Present

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 130 S Bemiston Avenue Suite 602, Clayton, MO 63105
RIA
CRD#: 298774
Clayton, MO
Past

February 10, 2025 - January 20, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FRONTENAC, MO
Past

February 10, 2025 - January 20, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FRONTENAC, MO
Past

November 30, 2022 - August 30, 2024

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA
CRD#: 104727
ST. LOUIS, MO
Past

November 23, 2020 - November 15, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
St Louis, MO
Past

November 23, 2020 - November 15, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
St Louis, MO
Past

December 16, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Brentwood, MO
Past

December 16, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Brentwood, MO
Past

July 13, 2015 - December 9, 2016

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

July 13, 2015 - December 9, 2016

SCOTTRADE, INC.

BD
CRD#: 8206
ST LOUIS, MO
Past

October 21, 2014 - June 30, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
BRIDGETON, MO
Past

October 21, 2014 - June 30, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BRIDGETON, MO
Past

June 14, 2012 - October 13, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
ST. LOUIS, MO
Past

June 14, 2012 - October 13, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

October 20, 2010 - July 21, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
ST. LOUIS, MO
Past

October 8, 2010 - July 21, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

January 12, 2010 - October 13, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

December 15, 2009 - October 13, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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".
CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(2/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/20/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2009
General Securities Representative Examination

Current Firm

CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 Approved)
PREMIUM
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Contact information

Main Address
130 S Bemiston Avenue Suite 602, Clayton, MO 63105
Mailing Address
Phone number
(314) 930-4015
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,730
AUM (Assets Under Management)$ 921,472,084

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

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774Clayton, MO 63105

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