Justin L. Ross
Professional summary
Justin Lamar Ross, who also goes by Justin Lamar Ross, J L Ross, J Lamar Ross, Justin L Ross, Justin Ross, is a registered financial advisor currently at UNIFIMONEY RIA located in Dallas, Texas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Justin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Lamar Ross's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2026 - Present
UNIFIMONEY RIA
March 5, 2024 - December 31, 2024
UNIFIMONEY RIA
June 6, 2022 - December 31, 2022
KINLY ADVISORS, LLC
September 25, 2020 - February 18, 2021
J.P. MORGAN SECURITIES LLC
September 25, 2020 - February 18, 2021
J.P. MORGAN SECURITIES LLC
November 26, 2018 - August 19, 2020
ROBERT W. BAIRD & CO. INCORPORATED
November 26, 2018 - August 19, 2020
ROBERT W. BAIRD & CO. INCORPORATED
November 7, 2017 - November 29, 2018
WELLS FARGO CLEARING SERVICES, LLC
October 12, 2017 - November 29, 2018
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
UNIFIMONEY RIA
CRD#: 328842 / SEC#: 801-129081
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2026)
Exams
Current Firm
UNIFIMONEY RIA
CRD#: 328842 / SEC#: 801-129081
Contact information
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 87,000 |
Red Flags
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