Justin M. James
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Martin James's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2024 - Present
FOSTER GROUP, INC.
Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266September 1, 2021 - July 19, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 1, 2021 - July 19, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 30, 2019 - August 6, 2021
MUTUAL SECURITIES, INC.
September 30, 2019 - August 6, 2021
INTELLICENTS INVESTMENT SOLUTIONS INC
Primary Firm SEC Registration
FOSTER GROUP, INC.
CRD#: 107148 / SEC#: 801-38507
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2024)
Exams
Series 7TO
Date: 10/30/2019
General Securities Representative ExaminationCurrent Firm
FOSTER GROUP, INC.
CRD#: 107148 / SEC#: 801-38507
Contact information
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,481 |
| AUM (Assets Under Management) | $ 3,542,998,153 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/16/2024 | ||
| 01/22/2024 | ||
| 11/23/2022 |
Red Flags
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Company Information
FOSTER GROUP, INC.
CRD#: 107148West Des Moines, IA 50266TRUST BUT VERIFY
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