Justin Bolmgren (CRD# 4673059) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Milford, PA and has over 20 years of experience in the finance industry. Justin Bolmgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 2500139
Ameriprise Financial Services, LLC
CRD# 2185784
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Joseph Capital Management, Inc. | Bristol, CT | Jan 2024 - Current | < 1 |
| Bolmgren Retireplan, Inc. | Chicago, IL | Mar 2013 - Dec 2023 | 10 |
| Origin Financial | Boston, MA | Nov 2022 - Mar 2023 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- IL
- PA
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts835ACCOUNTS
-
Average Account Value$323,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, GA, IL, MA, ME, NC, NH, NY, PA, RI, SC, TX, VA, WI
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