Justin D. Webb

WESTMORELAND CAPITAL

FORT WORTH, TX 76164

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CRD#: 6576224

Professional summary

Justin Daniel Webb is a registered financial professional currently at WESTMORELAND CAPITAL CORPORATION located in Fort Worth, Texas.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2015. Justin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Justin Daniel Webb'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®

None

Experience

Current

July 19, 2024 - Present

WESTMORELAND CAPITAL CORPORATION

Office #1: 601 E. Exchange Avenue Suite 100, Fort Worth, TX 76164

CRD#: 11469

FORT WORTH, TX

Past

June 17, 2022 - February 14, 2024

VENTURE.CO BROKERAGE SERVICES LLC

CRD#: 173924

Dallas, TX

Past

June 4, 2021 - November 2, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ALBANY, NY

Past

December 4, 2018 - January 27, 2021

NEXPOINT SECURITIES, INC.

CRD#: 165013

DALLAS, TX

Past

October 3, 2018 - October 29, 2018

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Dallas, TX

Past

January 17, 2017 - October 10, 2018

MIAI, INC.

RIA

CRD#: 111695

DALLAS, TX

Past

January 17, 2017 - October 4, 2018

MAPLEWOOD INVESTMENTS, INC.

CRD#: 103723

DALLAS, TX

Past

March 14, 2016 - January 23, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DALLAS, TX

Past

December 22, 2015 - January 23, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

New York
(7/19/2024)

Texas
(7/19/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/2016

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: 12/22/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/17/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WESTMORELAND CAPITAL CORPORATION

CRD#: 11469 / SEC#: , 8-24116

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

601 E. Exchange Avenue Suite 100, Fort Worth, TX 76164

Mailing Address

1521 N. Cooper Street Suite 400, Arlington, TX 76011

Phone number

(682) 305-2868

Established

New York since 08/03/1979

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
J.M. JAYSON & COMPANY, INC.	OWNER
BEATON, DANIEL STEWART	FINOP	4240769
IAK, MATTHEW PARKER	CCO/PRESIDENT	4171508

Disclosures

Regulatory Event	3
Arbitration	2

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 D. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Daniel Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

VENTURE.CO BROKERAGE SERVICES LLC

PURSHE KAPLAN STERLING INVESTMENTS

NEXPOINT SECURITIES, INC.

PERSONAL CAPITAL ADVISORS CORPORATION

MIAI, INC.

MAPLEWOOD INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2016

Series 63

Date: 3/11/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2015

Series 24

Date: 10/17/2023

FINRA

Current Firm

WESTMORELAND CAPITAL CORPORATION

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WESTMORELAND CAPITAL CORPORATION

TRUST BUT VERIFY

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