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PL

Phuong Luong

JUST WEALTH LLC
Pittsfield, MA 01201
Some features on this profile are disabled
CRD#: 6815665
PL

Professional summary

Phuong Luong, CFP® is a registered financial advisor currently at JUST WEALTH LLC located in Pittsfield, Massachusetts.

Phuong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Phuong has worked at 4 firms 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 Phuong Luong'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

Experience

Current

May 4, 2023 - Present

JUST WEALTH LLC

Office #1: 82 Wendell Ave., Suite 100, Pittsfield, MA 01201
RIA
CRD#: 324593
Pittsfield, MA
Past

May 19, 2021 - February 16, 2024

SALTBOX FINANCIAL LLC

RIA
CRD#: 130882
Cambridge, MA
Past

February 7, 2020 - July 30, 2021

ADASINA SOCIAL CAPITAL

RIA
CRD#: 151411
SAN FRANCISCO, CA
Past

July 11, 2017 - June 18, 2021

JUST WEALTH

RIA
CRD#: 288938
Greensboro, NC

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
Louisiana
(1/17/2024)
IAR
Massachusetts
(5/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/31/2016
Uniform Investment Adviser Law Examination

Current Firm

JW
JUST WEALTH LLC
JUST WEALTH LLC

CRD#: 324593 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/17/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (5/4/2023 Approved)
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Contact information

Main Address
82 Wendell Ave., Suite 100, Pittsfield, MA 01201
Mailing Address
Phone number
(617) 804-1032
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 27,544,387

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

JUST WEALTH LLC

CRD#: 324593Pittsfield, MA 01201

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