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JB

Justin B. Bobus

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Scottsdale, AZ 85251
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CRD#: 6111250
JB

Professional summary


Justin Boxleitner Bobus, CFP®, who also goes by Justin Bobus, is a registered financial advisor currently at STOKER OSTLER, A PART OF BMO FINANCIAL GROUP located in Scottsdale, Arizona.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 2 firms and has passed the Series 56 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Bobus

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 Boxleitner Bobus'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®
CFP®

Experience


Current

July 20, 2022 - Present

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Office #1: 4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251
RIA
CRD#: 111320
Scottsdale, AZ
Past

December 6, 2012 - January 21, 2014

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, 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".
SO
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
PRIVATE WEALTH INC. | STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | STOKER OSTLER WEALTH ADVISORS, INC. | STOKER OSTLER WEALTH ADVISORS | STOKER OSTLER MEMBER HARRIS WEALTH ADVISORS | STOKER OSTLER | PRIVATE WEALTH MANAGEMENT INC.

CRD#: 111320 / SEC#: 801-54265

RIA
Registered Investment Advisory firm - (4/14/1997 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
Arizona
(7/20/2022)

Exams


General Industry/Product Exam
RR
Series 56
Date: 12/5/2012
Proprietary Trader Qualification Examination

Current Firm


SO
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
PRIVATE WEALTH INC. | STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | STOKER OSTLER WEALTH ADVISORS, INC. | STOKER OSTLER WEALTH ADVISORS | STOKER OSTLER MEMBER HARRIS WEALTH ADVISORS | STOKER OSTLER | PRIVATE WEALTH MANAGEMENT INC.

CRD#: 111320 / SEC#: 801-54265

RIA
Registered Investment Advisory firm - (4/14/1997 Approved)
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Contact information


Main Address
4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251
Mailing Address
Phone number
(480) 890-8088
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (39 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

STOKER OSTLER WEALTH ADVISORS INC FROM ADV PART 2A OCTOBER 2025 (10/20/2025)

Regulatory assets under management


Total Number of Accounts4,732
AUM (Assets Under Management)$ 3,100,176,318

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


STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320Scottsdale, AZ 85251

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