Jeffrey Just, financial advisor Oconto Falls WI

Jeffrey Just

CRD Number: 4178560
Current Firm: Osaic Wealth, Inc.

Jeffrey Just (CRD# 4178560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oconto Falls, WI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Oconto Falls, WI Jan 2024 - Current < 1
J Just Investments Oconto Falls, WI Aug 2006 - Current 17
Woodbury Financial Services Oconto Falls, WI Aug 2009 - Jan 2024 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Jun 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey L. Just
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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