Justin Beavers, financial advisor Louisville KY

Justin Beavers

CRD Number: 5946652
Current Firm: Edelman Financial Engines

Justin Beavers (CRD# 5946652) is an Investment Advisor Representative working at Edelman Financial Engines in Louisville, KY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Louisville, KY Aug 2017 - Current 6
Lpl Florence, KY Aug 2015 - Aug 2017 2
Commonwealth Bank & Trust Florence, KY Jul 2015 - Aug 2017 2
Metlife Securities Miamisburg, OH Nov 2014 - Jul 2015 < 1
Raymond James & Associates Inc. Louisville, KY May 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Justin B. Beavers
Phone Number: 408-498-6000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • 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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