Justin Mazzon (CRD# 7833961) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Architects, LLC | Mountain View, CA | Aug 2020 - Current | 3 |
| Unemployed | Greenbrae, CA | Jun 2019 - Jul 2020 | 1 |
| University Of California, Berkeley | Berkeley, CA | Aug 2017 - May 2019 | 1 |
| American Blue Chip Investment Management | Larkspur, CA | May 2018 - Jul 2018 | < 1 |
| Crate And Barrel | Corte Madera, CA | Jun 2014 - Aug 2017 | 3 |
| College Of Marin | Kentfield, CA | Aug 2015 - May 2017 | 1 |
| Redwood High School | Larkspur, CA | Aug 2011 - Jun 2015 | 3 |
- CA
-
Total Assets Under Management1,778MILLIONS
-
Total Number of Accounts2,688ACCOUNTS
-
Average Account Value$661,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
CA, FL, OR, TX, WA
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