SJ
Shane B. Justice
BANKERS LIFE ADVISORY SERVICES
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 6781824
SJ
Professional summary
Shane B Justice, who also goes by Shane Bryant Justice, Shane Justice, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Beachwood, Ohio and BANKERS LIFE SECURITIES, INC. located in Beachwood, Ohio.
Shane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Shane has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shane Bryant Justice | Shane Justice
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.
BANKERS LIFE/CNO FINANCIAL POSITION: Unit Field Trainer NATURE: Life and health insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 40 START DATE: 04/20/2015 ADDRESS: 25101 Chagrin Blvd Suite 170, Beachwood OH 44122, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. JUSTICE LEAGUE FINANCIAL CONSULTING INC. POSITION: CEO NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2022 ADDRESS: 4919 Geraldine Road, Richmond Hts OH 44143, United States DESCRIPTION: S-Corp, Opened a person business checking account for tax purposes, per CPA guidance. All other activities are the same, day to day operations are the same as FR, UFT, and insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Shane B Justice'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®
NoneExperience
Current
April 11, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122RIA
CRD#: 281285
Beachwood, OH
Current
April 24, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122BD
CRD#: 173962
Beachwood, OH
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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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.RR
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
RR
Arizona(2/1/2023)
RR
Florida(8/31/2021)
RR
New York(1/28/2022)
RR
Ohio(4/24/2017)
IAR
Ohio(4/11/2023)
RR
Tennessee(1/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
