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JN

Justin S. Naito

BG INVESTMENT SERVICES
Hagatna, 96910
Some features on this profile are disabled
CRD#: 6735768
JN

Professional summary

Justin Shigemi Naito is a registered financial advisor currently at BG INVESTMENT SERVICES, LLC .

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Justin has worked at 1 firm and has passed the Series 65 exam.

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 Shigemi Naito'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

July 3, 2025 - Present

BG INVESTMENT SERVICES, LLC

Office #1: 120 Father Duenas Avenue, Hagatna 96910
RIA
CRD#: 281716
Hagatna,
Past

April 11, 2024 - April 24, 2024

BG INVESTMENT SERVICES, LLC

RIA
CRD#: 281716
HAGATNA,

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".
BI
BG INVESTMENT SERVICES, LLC
BG INVESTMENT & INSURANCE SERVICES, INC. | BG INVESTMENT SERVICES, LLC | BG INVESTMENT SERVICES, INC. | BG INVESTMENT & INSURANCE, INC

CRD#: 281716 / SEC#: 801-106887

RIA
Registered Investment Advisory firm - (11/20/2015 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
(7/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2022
Uniform Investment Adviser Law Examination

Current Firm

BI
BG INVESTMENT SERVICES, LLC
BG INVESTMENT & INSURANCE SERVICES, INC. | BG INVESTMENT SERVICES, LLC | BG INVESTMENT SERVICES, INC. | BG INVESTMENT & INSURANCE, INC

CRD#: 281716 / SEC#: 801-106887

RIA
Registered Investment Advisory firm - (11/20/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
120 Father Duenas Avenue, Hagatna 96910
Mailing Address
Phone number
(671) 472-5490
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 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

ADV PART 2A, APP 1 - WRAP BROCHURE (1/22/2026)
ADV PART 2A - FIRM BROCHURE (1/22/2026)

Regulatory assets under management

Total Number of Accounts1,011
AUM (Assets Under Management)$ 868,461,096

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

BG INVESTMENT SERVICES, LLC

CRD#: 281716Hagatna 96910

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