Justin Carter Pritchard
Investment adviser representative at Xypn Sapphire
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Xypn SapphireDec 2025 to now
- Approach Financial, Inc.Jun 2018 to now
- Financial Writing, Inc.Jan 2012 to now
- Approach Financial PlanningApr 2017 to Oct 2018
- Cetera Advisor Networks LLCJan 2013 to Oct 2018
- Financial NetworkJan 2013 to Oct 2018
- Mba Financial Services, LLCApr 2007 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4055823
- Firm CRD
- 285967