Justin M. Neuwirt

NEU WEALTH GROUP

Columbus, OH

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CRD#: 6218477

Professional summary

Justin Michael Neuwirt, CFP® is a registered financial advisor currently at NEU WEALTH GROUP located in Columbus, Ohio.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Michael Neuwirt'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

October 7, 2021 - Present

NEU WEALTH GROUP

RIA

CRD#: 316673

Columbus, OH

Past

April 9, 2021 - July 13, 2021

FIRST MANHATTAN SECURITIES LLC

RIA

CRD#: 1845

NEW YORK, NY

Past

April 9, 2021 - July 13, 2021

FIRST MANHATTAN SECURITIES LLC

CRD#: 1845

NEW YORK, NY

Past

April 3, 2018 - April 8, 2021

PEOPLE'S UNITED ADVISORS, INC.

RIA

CRD#: 292454

New York, NY

Past

November 3, 2016 - March 31, 2020

PEOPLE'S SECURITIES, INC.

RIA

CRD#: 13704

New York, NY

Past

November 2, 2016 - April 8, 2021

PEOPLE'S SECURITIES, INC.

CRD#: 13704

New York, NY

Past

October 13, 2016 - August 9, 2017

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

March 31, 2014 - November 29, 2016

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

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
(7/15/2022)

IAR

Florida
(7/24/2025)

IAR

New Jersey
(8/29/2023)

IAR

New York
(10/17/2021)

IAR

Ohio
(10/7/2021)

IAR

Texas
(3/8/2022)

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

Series 63

Date: 10/17/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/3/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/8/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/22/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEU WEALTH GROUP

JMN FINANCIAL, LLC | NEU WEALTH GROUP

CRD#: 316673 / SEC#: 801-134674

California

Registered Investment Advisory firm - (7/15/2022 Approved)

Florida

Registered Investment Advisory firm - (7/24/2025 Approved)

New Jersey

Registered Investment Advisory firm - (7/20/2023 Approved)

New York

Registered Investment Advisory firm - (10/17/2021 Approved)

Ohio

Registered Investment Advisory firm - (10/7/2021 Approved)

Texas

Registered Investment Advisory firm - (2/28/2022 Conditional Restricted)

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Contact information

Main Address

New Albany, OH

Mailing Address

Phone number

(516) 695-2844

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	378
AUM (Assets Under Management)	$ 205,530,267

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.

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Advisor Monitoring

Firm Stability Insights

Justin M. Neuwirt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Neuwirt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST MANHATTAN SECURITIES LLC

FIRST MANHATTAN SECURITIES LLC

PEOPLE'S UNITED ADVISORS, INC.

PEOPLE'S SECURITIES, INC.

PEOPLE'S SECURITIES, INC.

GFA SECURITIES, LLC

GERSTEIN FISHER

State Registrations and Notice Filings

Exams

Series 63

Date: 10/17/2016

Series 65

Date: 2/3/2014

Series 7TO

Date: 5/8/2021

SIE

Date: 10/1/2018

Series 6

Date: 9/22/2016

Current Firm

NEU WEALTH GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEU WEALTH GROUP

TRUST BUT VERIFY

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