JA

Justin Abdollahi

INVESTMENT DEPT.
West Hollywood, CA
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CRD#: 7639396
JA

Professional summary


Justin Abdollahi is a registered financial advisor currently at INVESTMENT DEPT. located in West Hollywood, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Justin Abdollahi'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

November 3, 2022 - Present

INVESTMENT DEPT.

RIA
CRD#: 323653
West Hollywood, CA

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
California
(11/3/2022)

Exams


State Security Law Exam

Current Firm


ID
INVESTMENT DEPT.
INVESTMENT DEPT. | INVESTMENT DEPT., LLC

CRD#: 323653 / SEC#:

California
Registered Investment Advisory firm - (11/3/2022 Approved)
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Contact information


Main Address
West Hollywood, CA
Mailing Address
Phone number
(917) 310-8343
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 180,010

Red Flags


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Company Information


INVESTMENT DEPT.

CRD#: 323653West Hollywood, CA

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