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JC

Justin P. Callaham

ASSUREDPARTNERS FINANCIAL SERVICES
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 6992988
JC

Professional summary

Justin P. Callaham is a registered financial professional currently at ASSUREDPARTNERS FINANCIAL SERVICES located in Tampa, Florida.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2019. Justin has worked at 2 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
AssuredPartners Investment Advisors, LLC 200 Colonial Center Parkway, Suite 140, Lake Mary, Florida President Full Time Position As President of AssuredPartners Investment Advisors, LLC I am responsible for the day to day operations of AssuredPartners Investment Advisors including compliance, growth and managing third party relationships.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin P. Callaham'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

January 31, 2020 - Present

ASSUREDPARTNERS FINANCIAL SERVICES

Office #1: 4600 W. Cypress Suite 405, Tampa, FL 33607Office #2: 4600 W. Cypress Suite 405, Tampa, FL 33607
BD
CRD#: 304454
TAMPA, FL
Past

November 5, 2020 - May 27, 2025

ASSUREDPARTNERS INVESTMENT ADVISORS

RIA
CRD#: 309550
TAMPA, FL
Past

December 10, 2019 - May 4, 2020

ASSUREDPARTNERS FINANCIAL SERVICES

RIA
CRD#: 304454
Tampa, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(3/19/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/22/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/16/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/4/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ASSUREDPARTNERS FINANCIAL SERVICES
ASSUREDPARTNERS FINANCIAL SERVICES | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS FINANCIAL SERVICES, LLC

CRD#: 304454 / SEC#: , 8-70374

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4600 W. Cypress Suite 140, Lake Mary, FL 32746
Mailing Address
4600 W. Cypress Suite 405, Tampa, FL 33607
Phone number
(407) 708-0050
Established
Delaware since 04/19/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
ASSUREDPARTNERS CAPITAL, INC.SOLE MEMBER
AMAYA, PATRICKPRESIDENT AND CHIEF COMPLIANCE OFFICER4519000
BARTOLETTI, DANTE PAULFINOP4541866
HENDERSON, JIMMY WILSONELECTED MANAGER7049388
KINNETT, STANLEY KSECRETARY4668411

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

ASSUREDPARTNERS FINANCIAL SERVICES

CRD#: 304454Tampa, FL 33607

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