JF
Justin Farmer
EXIT WEALTH ADVISORS
ALPHARETTA, GA 30009
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CRD#: 7971636
JF
Professional summary
Justin Farmer is a registered financial advisor currently at EXIT WEALTH ADVISORS located in Alpharetta, Georgia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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.
(1) Savannah Distilling, non-investment related, Atlanta, Georgia, Advisory Role, Start Date: February 2012, >10 hours a week, >4 hours during securities trading hours, Majority Shareholder in Savannah Distilling, less than 50% outstanding shares held, no formal title, but in an advisory role for the company. (2) Self-Employment, non-investment related. Atlanta, Georgia. Freelance Media work. Start Date: December 2024. >10 hours a week. >5 hours during securities trading hours. Freelance Media work for media companies.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Farmer'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®
NoneExperience
Current
November 27, 2024 - Present
EXIT WEALTH ADVISORS
Office #1: 1040 Cambridge Square Suite C, Alpharetta, GA 30009RIA
CRD#: 332573
ALPHARETTA, GA
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
Georgia(11/27/2024)
Current Firm
EW
EXIT WEALTH ADVISORS
EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS
CRD#: 332573 / SEC#: 801-134540
Colorado
Registered Investment Advisory firm - (5/5/2025 Approved)Georgia
Registered Investment Advisory firm - (11/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1040 Cambridge Square Suite C, Alpharetta, GA 30009
Mailing Address
Phone number
(404) 474-8513
Established
Firm type
Fiscal year end
# of Employees
6
Documents
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 187,236,544 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
