JO
Justin J. Oferrall
O'FERRALL ADVISORY SERVICES
Tallahassee, FL
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CRD#: 7118753
JO
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Jerome Bostic | Justin J O'ferrall | Justin Jerome O'ferrall
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.
NAME OF ENTITY: Intuit POSITION: Bookkeeper START DATE: 11/2022 DETAILS: Front office bookkeeper INVESTMENT RELATED: No HOURS DEDICATED (per month): 120-160 HOURS DURING TRADING HOURS: 120-160 NAME OF ENTITY: Service Pro Bookkeeping POSITION: Owner/Lead Bookkeeper START DATE: 02/2022 DETAILS: Business development and bookkeeping INVESTMENT RELATED: No HOURS DEDICATED (per month): 20-25 HOURS DURING TRADING HOURS: 20-25
CRS (Client Relationship Summary) - RIA
Click below to view Justin Jerome Oferrall'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 26, 2024 - Present
O'FERRALL ADVISORY SERVICES
RIA
CRD#: 328962
Tallahassee, FL
Past
June 3, 2020 - February 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ALPHARETTA, GA
Past
February 3, 2020 - February 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ALPHARETTA, GA
Past
August 9, 2019 - January 16, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ATLANTA, GA
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
Florida(4/24/2025)
IAR
Georgia(4/26/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/9/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
OA
O'FERRALL ADVISORY SERVICES
O'FERRALL ADVISORY SERVICES | THE FINANCIALLY BRAVE LLC
CRD#: 328962 / SEC#:
Florida
Registered Investment Advisory firm - (4/24/2025 Approved)Georgia
Registered Investment Advisory firm - (4/26/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Tallahassee, FL
Mailing Address
Phone number
(404) 905-2744
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 10 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| 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 |
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.
