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JW

Justin Watson

IMST DISTRIBUTORS
LAGUNA BEACH, CA
·CRD# 7713410·3 years experience

Professional Summary

Justin Watson is a registered financial advisor currently at IMST DISTRIBUTORS, LLC located in Laguna Beach, California. Justin is registered as a RR (Registered Representative) and started their career in finance in 2023. Justin has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

IMST DISTRIBUTORS, LLC·CRD# 130745
BD
281 Brooks Street, Laguna Beach, CA 92651
August 15, 2025 - Present
METLIFE INVESTMENTS SECURITIES, LLC·CRD# 285684
BD
Santa Monica, CA
December 11, 2023 - April 3, 2024

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Current Firm

ID
IMST DISTRIBUTORS, LLC

FORESIDE DISTRIBUTION PARTNERS, LLC | PNC FUND DISTRIBUTOR, LLC | PNC FUND DISTRIBUTOR, INC. | MERCANTILE INVESTMENT SERVICES, INC. | IMST DISTRIBUTORS, LLC

CRD#: 130745 / SEC#: 8-66389
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone Number

(866) 251-6920

Established

Delaware since 01/01/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER—
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/21/2025)
RR
Alaska
(10/27/2025)
RR
Arizona
(10/30/2025)
RR
Arkansas
(10/23/2025)
RR
California
(10/21/2025)
RR
Colorado
(10/22/2025)
RR
Connecticut
(10/22/2025)
RR
Delaware
(10/22/2025)
RR
District of Columbia
(10/22/2025)
RR
Florida
(1/26/2026)
RR
Georgia
(10/22/2025)
RR
Hawaii
(10/23/2025)
RR
Idaho
(10/21/2025)
RR
Illinois
(10/29/2025)
RR
Indiana
(10/27/2025)
RR
Iowa
(10/22/2025)
RR
Kansas
(10/21/2025)
RR
Kentucky
(10/27/2025)
RR
Louisiana
(10/21/2025)
RR
Maine
(10/21/2025)
RR
Maryland
(10/29/2025)
RR
Massachusetts
(10/22/2025)
RR
Michigan
(10/23/2025)
RR
Minnesota
(10/21/2025)
RR
Mississippi
(10/24/2025)
RR
Missouri
(10/23/2025)
RR
Montana
(10/29/2025)
RR
Nebraska
(10/22/2025)
RR
Nevada
(10/22/2025)
RR
New Hampshire
(10/22/2025)
RR
New Jersey
(10/22/2025)
RR
New Mexico
(10/22/2025)
RR
New York
(10/21/2025)
RR
North Carolina
(10/22/2025)
RR
North Dakota
(10/30/2025)
RR
Ohio
(10/21/2025)
RR
Oklahoma
(10/22/2025)
RR
Oregon
(10/21/2025)
RR
Pennsylvania
(10/22/2025)
RR
Puerto Rico
(10/27/2025)
RR
Rhode Island
(10/22/2025)
RR
South Carolina
(10/28/2025)
RR
South Dakota
(10/21/2025)
RR
Tennessee
(10/22/2025)
RR
Texas
(10/23/2025)
RR
Utah
(10/22/2025)
RR
Vermont
(10/21/2025)
RR
Virgin Islands
(10/22/2025)
RR
Virginia
(10/22/2025)
RR
Washington
(10/23/2025)
RR
West Virginia
(10/28/2025)
RR
Wisconsin
(10/22/2025)
RR
Wyoming
(10/24/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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