Justin Pohlig, financial advisor Exton PA

Justin Pohlig

CRD Number: 6277127
Current Firm: Ameriprise Financial Services, LLC

Justin Pohlig (CRD# 6277127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Exton, PA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Conshohocken, PA Jan 2020 - Current 1
Massmutual Life Insurance Co Newtown Square, PA Oct 2019 - Jan 2020 < 1
Mml Investors Services LLC Newtown Square, PA Oct 2019 - Jan 2020 < 1
Global X Management Company New York, NY Jun 2017 - Aug 2019 2
Foreside Fund Services, LLC New York, NY Jun 2017 - Aug 2019 2
Full-time Student At Temple University Philadelphia, PA Aug 2016 - Jun 2017 < 1
Resource Securities, Inc. Philadelphia, PA Mar 2016 - Sep 2016 < 1
Amg Funds LLC Conshohocken, PA Sep 2014 - Mar 2016 1
Sei Investments Distribution Company Oaks, PA Dec 2013 - Sep 2014 < 1
Sei Investments Company Oaks, PA Dec 2013 - Sep 2014 < 1
Sei Investments Company Oaks, PA Jul 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
Contact Info for Justin T. Pohlig
Phone Number: 612-671-3131
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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