Justin Staub (CRD# 7130021) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Mystic, CT | Jun 2022 - Current | 1 |
| Janney Montgomery Scott LLC | Mystic, CT | Jun 2021 - Jun 2022 | 1 |
| Unemployed | Portland, CT | Dec 2020 - Jun 2021 | < 1 |
| Wells Fargo Advisors | West Hartford, CT | Aug 2020 - Dec 2020 | < 1 |
| Unemployed | Portland, CT | May 2020 - Aug 2020 | < 1 |
| Wells Fargo Advisors | Honolulu, HI | Jan 2020 - May 2020 | < 1 |
| Hawaii Pacific University | Honolulu, HI | Mar 2018 - May 2020 | 2 |
| Hawaii Pacific University | Honolulu, HI | Aug 2016 - May 2020 | 3 |
| Subway | Middletown, CT | Jun 2015 - Jan 2019 | 3 |
| Portland High School | Portland, CT | Aug 2012 - Jun 2016 | 3 |
| Unemployed | Portland, CT | Oct 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
- TX
-
Total Assets Under Management73,001MILLIONS
-
Total Number of Accounts216,397ACCOUNTS
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Average Account Value$337,346
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, VI, VT, WA, WI, WV, WY
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