JR
Justin M. Ramsburg
TRUIST ADVISORY SERVICES
FREDERICK, MD 21704
Some features on this profile are disabled
CRD#: 5835474
JR
Professional summary
Justin M Ramsburg, who also goes by Justin Michael Ramsburg, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Frederick, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Hagerstown, Maryland.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Justin has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Michael Ramsburg
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.
CRS (Client Relationship Summary) - RIA
Click below to view Justin M Ramsburg'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®
NoneExperience
Current
January 4, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3500 Sugarloaf Pway, Frederick, MD 21704RIA
CRD#: 283390
FREDERICK, MD
Current
November 3, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1800 Dual Highway Suite 100, Hagerstown, MD 21740Office #2: 5280 Corporate Dr, Frederick, MD 21703Office #3: 1370 W Patrick St, Frederick, MD 21703Office #4: 100 Commerce Dr, Walkersville, MD 21793Office #5: 3500 Sugarloaf Pkwy, Frederick, MD 21704Office #6: 819 E Main St, Middletown, MD 21769Office #7: 13232 Fountainhead Plz, Hagerstown, MD 21742Office #8: 17601 Virginia Ave, Hagerstown, MD 21740Office #9: 1326 Salem Ave, Hagerstown, MD 21740BD
CRD#: 17499
Hagerstown, MD
Past
April 11, 2012 - February 28, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
FREDERICK, MD
Past
September 2, 2010 - February 28, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
FREDERICK, MD
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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
California(10/17/2023)
RR
District of Columbia(10/17/2023)
RR
Florida(10/17/2023)
RR
Georgia(10/17/2023)
RR
Illinois(2/14/2025)
RR
Indiana(10/17/2023)
RR
Kentucky(10/17/2023)
IAR
Maryland(1/4/2023)
RR
Maryland(1/11/2023)
RR
Minnesota(10/17/2023)
RR
Mississippi(2/21/2023)
RR
Missouri(10/17/2023)
RR
New York(10/17/2023)
RR
North Carolina(10/17/2023)
RR
Ohio(10/17/2023)
RR
Pennsylvania(10/17/2023)
RR
South Carolina(10/17/2023)
RR
Tennessee(10/17/2023)
RR
Texas(9/11/2024)
RR
Virginia(10/17/2023)
RR
West Virginia(3/17/2023)
RR
Wisconsin(9/26/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
