Justin Shumate, financial advisor Scottsdale AZ

Justin Shumate

CRD Number: 7089896
Current Firm: Mml Investors Services, LLC

Justin Shumate (CRD# 7089896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Scottsdale, AZ Jan 2021 - Current 2
Massmutual Life Insurance Company Scottsdale, AZ Jul 2020 - Current 2
Edward Jones St Louis, MO Apr 2019 - May 2020 1
The Helpful Handyman LLC Tucson, AZ Jan 2019 - Apr 2019 < 1
My Home Group LLC Tucson, AZ Jul 2017 - Apr 2019 1
My Contact Card LLC Tucson, AZ Aug 2017 - Nov 2018 1
Towne Park Tucson, AZ Feb 2014 - Jun 2017 3
Vail School District/ University Of Arizona Tucson, AZ Jan 2008 - May 2017 9
University Of Arizona Tucson, AZ Jul 2016 - Jan 2017 < 1
Tech Launch Arizona Tucson, AZ Aug 2016 - Dec 2016 < 1
Tucson Soccer Academy Tucson, AZ Aug 2014 - Apr 2015 < 1
In N Out Burger Tucson, AZ Apr 2013 - Mar 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Justin Shumate
Phone Number: (413)737-8400
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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