Justin Boshnack (CRD# 3062830) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 8 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Investment Advisors, LLC | Irvine, CA | Jul 2015 - Current | 8 |
| Three Lake Trading Company, Inc. | Irvine, CA | Aug 2004 - Current | 19 |
| Luke Asset Management Partners LLC | Irvine, CA | Aug 2016 - Jul 2018 | 1 |
| Jlc Futures Management Company LLC | Stamford, CT | Aug 2009 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CA
- CT
- FL
- IL
- MA
- NJ
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$966,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
AZ, CA, CT, DE, FL, ID, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VT, WI
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