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JS

Justin B. Stivers

STIVERS WEALTH MANAGEMENT
KNOXVILLE, TN 37922
Some features on this profile are disabled
CRD#: 7454194
JS

Professional summary

Justin Brian Stivers is a registered financial advisor currently at STIVERS WEALTH MANAGEMENT located in Knoxville, Tennessee.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Justin has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
-Justin Brian Stivers is a licensed insurance agent / INVESTMENT RELATED: YES; ADDRESS: 135 FOX ROAD SUITE H, KNOXVILLE, TN, 37922; NATURE OF BUSINESS: INSURANCE; POSITION: LICENSED INSURANCE AGENT; # OF HOURS PER MONTH: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Brian Stivers'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

May 20, 2025 - Present

STIVERS WEALTH MANAGEMENT

Office #1: 135 Fox Road Suite H, Knoxville, TN 37922
RIA
CRD#: 336300
KNOXVILLE, TN
Past

May 29, 2024 - May 23, 2025

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
Knoxville, TN
Past

January 17, 2024 - May 23, 2025

CORECAP ADVISORS

RIA
CRD#: 158819
Knoxville, TN
Past

September 27, 2022 - November 13, 2023

STIVERS WEALTH MANAGEMENT LLC

RIA
CRD#: 322557
CORAL GABLES, FL
Past

October 20, 2021 - September 2, 2022

CORECAP ADVISORS

RIA
CRD#: 158819
Miami, FL

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
Tennessee
(5/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/22/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/4/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/28/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/30/2024
Securities Industry Essentials Examination

Current Firm

SW
STIVERS WEALTH MANAGEMENT
STIVERS WEALTH MANAGEMENT | STIVERS WEALTH MANAGEMENT LLC

CRD#: 336300 / SEC#:

Tennessee
Registered Investment Advisory firm - (5/20/2025 Approved)
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Contact information

Main Address
135 Fox Road Suite H, Knoxville, TN 37922
Mailing Address
Phone number
(865) 288-7685
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

STIVERS WEALTH MANAGEMENT

CRD#: 336300Knoxville, TN 37922

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