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James Aaron Justice

Investment adviser representative at United Advisor Group
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. United Advisor GroupJan 2024 to now
  2. Ascension Financial PartnersJun 2012 to now
  3. Cambridge Investment Research Advisors, Inc.Mar 2021 to Jul 2023
  4. Cambridge Investment Research, Inc.Mar 2021 to Jul 2023
  5. The O.N. Equity Sales CompanyJan 2018 to Mar 2021
  6. Ohio National Financial ServicesAug 2017 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TN).

United Advisor Group

Legal name: United Advisor Group, LLC

$1.4BAssets managed
6,600Clients
58Advisers
3 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
5042576
Firm CRD
324205
Advisor's SEC record (opens in a new tab)
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