Justin S. Haywood

HAYWOOD WEALTH MANAGEMENT

HOUSTON, TX 77058

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CRD#: 6365656

Professional summary

Justin Spencer Haywood, CFP® is a registered financial advisor currently at HAYWOOD WEALTH MANAGEMENT located in Houston, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 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.

Independent licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Spencer Haywood'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 25, 2023 - Present

HAYWOOD WEALTH MANAGEMENT

Office #1: 2625 Bay Area Blvd. Suite 120, Houston, TX 77058

RIA

CRD#: 326649

HOUSTON, TX

Past

February 21, 2023 - May 11, 2023

RHP WEALTH MANAGEMENT

RIA

CRD#: 304735

HOUSTON, TX

Past

June 26, 2018 - January 12, 2023

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

HOUSTON, TX

Past

June 26, 2018 - January 12, 2023

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

August 30, 2014 - December 1, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

HOUSTON, TX

Past

August 8, 2014 - December 1, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

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
(6/9/2023)

IAR

Texas
(5/25/2023)

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

IAR

Series 65

Date: 8/30/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/8/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 1/17/2020

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/2/2019

General Securities Principal Examination

Current Firm

HAYWOOD WEALTH MANAGEMENT

HAYWOOD WEALTH MANAGEMENT | HAYWOOD WEALTH MANAGEMENT, LLC

CRD#: 326649 / SEC#:

California

Registered Investment Advisory firm - (6/9/2023 Approved)

Texas

Registered Investment Advisory firm - (5/25/2023 Approved)

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Contact information

Main Address

2625 Bay Area Blvd. Suite 120, Houston, TX 77058

Mailing Address

Phone number

(281) 848-2566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 7,961,626

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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Justin S. Haywood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Spencer Haywood's CRS (Customer Relationship Summary).

Certified licenses

Experience

RHP WEALTH MANAGEMENT

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2014

Series 63

Date: 8/15/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/10/2015

Series 6

Date: 8/8/2014

Series 51

Date: 1/17/2020

Series 24

Date: 12/2/2019

Current Firm

HAYWOOD WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAYWOOD WEALTH MANAGEMENT

TRUST BUT VERIFY

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