AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JJ

Justin M. James

FOSTER GROUP
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 7163083
JJ

Professional summary


Justin Martin James, who also goes by Justin James Wetz, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Justin has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin James Wetz

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.
1) HEIDI L PHOTO & CO, PHOTOGRAPHER OWNER, 1527 Westwood Dr, PELLA IA 50219, NIR, WEDDING PHOTOGRAPHY, 03/25/2019 8HRS/MO, Not investment-related 2) FoundInTheMidwest & MidwestSurplus, Owner, 1527 Westwood Dr, Pella IA 50219, eCommerce, 01/01/2010 8HRS/MO, Not investment-related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Justin Martin James's CRS (Customer Relationship Summary).
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

February 6, 2024 - Present

FOSTER GROUP, INC.

Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266
RIA
CRD#: 107148
West Des Moines, IA
Past

September 1, 2021 - July 19, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Pella, IA
Past

September 1, 2021 - July 19, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Pella, IA
Past

October 30, 2019 - August 6, 2021

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Pella, IA
Past

September 30, 2019 - August 6, 2021

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA
CRD#: 107498
PELLA, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FG
FOSTER GROUP, INC.
FOSTER CAPITAL MANAGEMENT INC | FOSTER GROUP, INC.

CRD#: 107148 / SEC#: 801-38507

RIA
Registered Investment Advisory firm - (5/30/1991 Approved)

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
Iowa
(2/6/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


FG
FOSTER GROUP, INC.
FOSTER CAPITAL MANAGEMENT INC | FOSTER GROUP, INC.

CRD#: 107148 / SEC#: 801-38507

RIA
Registered Investment Advisory firm - (5/30/1991 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
6601 Westown Parkway Suite 100, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 226-9000
Established
Firm type
Fiscal year end
# of Employees
85

SEC notice filing (29 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART IIA FOSTER GROUP, INC. (6/17/2025)

Regulatory assets under management


Total Number of Accounts5,481
AUM (Assets Under Management)$ 3,542,998,153

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/18/2025
Cover Page
09/16/2024
01/22/2024
11/23/2022

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


FOSTER GROUP, INC.

CRD#: 107148West Des Moines, IA 50266

TRUST BUT VERIFY

Monitor Justin James

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


RS
Rajpreet SanghaAdvisorCheck Check Mark
PRINCIPAL SECURITIES, INC.
IAR
RR
Tracy, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics