Justin Van Uden, financial advisor Irvine CA
89 score

Justin Van Uden

CRD Number: 6182150
Current Firm: Morgan Stanley

Justin Van Uden (CRD# 6182150) is an Investment Advisor Representative working at Morgan Stanley in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Irvine, CA Apr 2013 - Current 3
Unemployed Mission Viejo, CA Jul 2012 - Mar 2013 < 1
National University Costa Mesa, CA Dec 2010 - Sep 2012 1
Capistrano Valley Unified School District San Juan Capistrano, CA Jan 2012 - Jun 2012 < 1
Unemployed Mission Viejo, CA Jul 2011 - Dec 2011 < 1
Newport Mesa Unified School District Costa Mesa, CA Feb 2011 - Jun 2011 < 1
Unemployed Laguna Hills, CA Dec 2010 - Jan 2011 < 1
Area 51 - Esg, Inc. Irvine, CA Dec 2009 - Nov 2010 < 1
Unemployed Irvine, CA Nov 2008 - Nov 2009 1
Area 51 - Esg, Inc. Irvine, CA Feb 2008 - Oct 2008 < 1
Unemployed Mission Viejo, CA Dec 2007 - Jan 2008 < 1
Mvp Micro / Rh Distributors Irvine, CA Feb 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Justin D. Van Uden
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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