Justus Baron Morgan
Investment adviser representative at Financial Justus
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Financial Justus, LLCMay 2025 to now
- Financial Service Group, Inc.Apr 2003 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (WI).
Financial Justus
Legal name: Financial Justus, LLC
$169.3MAssets managed
70Clients
1Advisers
1 yearIn 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
- 4697511
- Firm CRD
- 336690