Justin Jerome Oferrall
Professional Summary
Justin Jerome Oferrall, who also goes by Justin Jerome Bostic, Justin J O'ferrall, Justin Jerome O'ferrall, is a registered financial advisor currently at O'FERRALL ADVISORY SERVICES located in Tallahassee, Florida. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Justin has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Justin Jerome Bostic, Justin J O'ferrall, Justin Jerome O'ferrall
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
7 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
O'FERRALL ADVISORY SERVICES | THE FINANCIALLY BRAVE LLC
Contact Information
Main Address
Tallahassee, FLPhone Number
(404) 905-2744# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$10Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Alabama | ERA - Active | 10/29/2023 |
| California | ERA - Active | 10/29/2023 |
| Florida | ERA - Withdrawn | 5/15/2024 |
| Idaho | ERA - Withdrawn | 2/9/2024 |
| Illinois | ERA - Active | 5/15/2024 |
| Mississippi | ERA - Withdrawn | 2/9/2024 |
| New York | ERA - Active | 10/29/2023 |
| North Carolina | ERA - Active | 5/15/2024 |
| Tennessee | ERA - Withdrawn | 2/9/2024 |
| Texas | ERA - Withdrawn | 2/9/2024 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/24/2025)
(4/26/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Justin Jerome Oferrall's CRS (Customer Relationship Summary).
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