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JA

Justin Amit

BEDELL FRAZIER INVESTMENT COUNSELLING.
Walnut Creek, CA 94596
Some features on this profile are disabled
CRD#: 6209132
JA

Professional summary

Justin Amit, who also goes by Justin T Amit, Justin Tyler Amit, is a registered financial advisor currently at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin T Amit | Justin Tyler Amit

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 AMIT OFFICIATING NOT INVESTMENT RELATED PHOENIX, AZ OFFICIATING BASEBALL & FOOTBALL GAMES SPORTS OFFICIAL SOLE PROPIETERSHIP START DATE: AUGUST 2001 10 HOURS/MONTH 0 HOURS DURING SECURITIES TRADING HOURS Officiating Football and Baseball games.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Amit'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 11, 2020 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
RIA
CRD#: 107326
Walnut Creek, CA
Past

March 14, 2019 - February 26, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Phoenix, AZ
Past

March 14, 2019 - February 26, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Phoenix, AZ
Past

May 20, 2014 - March 22, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
OAKLAND, CA
Past

March 27, 2014 - March 22, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
OAKLAND, CA
Past

June 24, 2013 - November 1, 2013

OSAIC SERVICES, INC.

BD
CRD#: 133763
SOUTH PASADENA, CA

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".
BF
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
BEDELL FRAZIER INVESTMENT COUNSELING, LLC. | BEDELL INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | BEDELL FRAZIER INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING

CRD#: 107326 / SEC#: 801-57272

RIA
Registered Investment Advisory firm - (2/18/2000 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
California
(2/11/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/2/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/10/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/22/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
BEDELL FRAZIER INVESTMENT COUNSELING, LLC. | BEDELL INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | BEDELL FRAZIER INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING

CRD#: 107326 / SEC#: 801-57272

RIA
Registered Investment Advisory firm - (2/18/2000 Approved)
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Contact information

Main Address
200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 932-0344
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (14 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

BEDELL FRAZIER INVESTMENT COUNSELLING LLC ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,890
AUM (Assets Under Management)$ 805,092,901

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

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD#: 107326Walnut Creek, CA 94596

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