Justin M. Pollock

CAPITALWIZE

Atlanta, GA 30309

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CRD#: 6744652

Professional summary

Justin Michael Pollock, who also goes by Justin Pollock, is a registered financial advisor currently at CAPITALWIZE, LLC located in Atlanta, Georgia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Justin has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Pollock

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 Pollock'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

August 9, 2025 - Present

CAPITALWIZE, LLC

Office #1: 1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

RIA

CRD#: 288124

Atlanta, GA

Past

March 19, 2024 - April 11, 2025

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

December 3, 2020 - August 4, 2021

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Glendale, AZ

Past

November 13, 2020 - August 4, 2021

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

GLENDALE, AZ

Past

September 19, 2019 - November 14, 2019

EDWARD JONES

RIA

CRD#: 250

Omaha, NE

Past

September 19, 2019 - November 14, 2019

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

December 14, 2017 - September 7, 2018

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

OMAHA, NE

Past

November 1, 2017 - September 7, 2018

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

OMAHA, NE

Past

March 27, 2017 - October 9, 2017

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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

Georgia
(9/25/2025)

IAR

North Carolina
(8/9/2025)

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 66

Date: 8/9/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/8/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/19/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2017

General Securities Representative Examination

Current Firm

CAPITALWIZE, LLC

CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC

CRD#: 288124 / SEC#:

Georgia

Registered Investment Advisory firm - (4/21/2017 Approved)

North Carolina

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

Mailing Address

Phone number

(800) 835-0863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 1,391,897

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. Pollock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PACIFIC SELECT DISTRIBUTORS, LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

EDWARD JONES

EDWARD JONES

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2025

Series 63

Date: 5/8/2017

Series 7TO

Date: 3/19/2024

Series 6TO

Date: 3/19/2024

SIE

Date: 9/7/2018

Series 7

Date: 3/27/2017

Current Firm

CAPITALWIZE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITALWIZE, LLC

TRUST BUT VERIFY

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