Justin Michael Lippincott
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, Inc.May 2025 to now
- Stewart TitleMay 2024 to May 2025
- J.P. Morgan Securities LLCOct 2023 to May 2024
- JPMorgan Chase Bank, N.A.Oct 2023 to May 2024
- Old Republic TitleFeb 2022 to Sep 2023
- Bank of AmericaOct 2021 to Feb 2022
- Morgan StanleyJun 2018 to Oct 2021
- UBS FinancialAug 2014 to Jun 2018
- UBS Financial Services Inc.Aug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OR).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 4975357
- Firm CRD
- 705