Justin Robertson (CRD# 5734532) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Avon, OH and has over 14 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Rocky River, OH | Apr 2020 - Current | 4 |
| J.p. Morgan Securities LLC | Lorain, OH | Oct 2012 - Apr 2020 | 7 |
| The Borrhello Robertson Partnership | Lakewood, OH | Sep 2006 - Jun 2018 | 11 |
| 1488 Cordova Ave Llc Aka Robertson And Borrhello Partnership | Lakewood, OH | Sep 2006 - Aug 2016 | 9 |
| State Of Ohio Cuyahoga County | North Royalton, OH | May 2005 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- OH
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Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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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
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