Justin Sayada (CRD# 5707787) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Concord, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Concord, CA | Sep 2023 - Current | < 1 |
| Comerica Securities, Inc. | San Francisco, CA | Sep 2021 - Sep 2023 | 2 |
| Bbva Insurance Agency, Inc. | Austin, TX | Sep 2020 - Aug 2021 | < 1 |
| Bbva Securities Inc. | Walnut Creek, CA | Dec 2019 - Aug 2021 | 1 |
| Bbva Usa | Birmingham, AL | Dec 2019 - Aug 2021 | 1 |
| Bbva Wealth Solutions, Inc. | Walnut Creek, CA | Dec 2019 - Aug 2021 | 1 |
| Unemployed | San Francisco, CA | Apr 2019 - Dec 2019 | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Aug 2009 - Apr 2019 | 9 |
| First Republic Investment Management, Inc. | San Francisco, CA | Jan 2009 - Apr 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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