Justin H Volkmar
Investment adviser representative at Correct Capital Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$889.3MFirm assets
8 yearsFirm in business
Are you Justin H Volkmar? Claim your profile
Contact this firm
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
- Pension consulting
Experience
11 years in the industry.
- Correct Capital Wealth Management, LLCJan 2026 to now
- Bank of America, N.A.Feb 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Jan 2026
- UnemployedSep 2024 to Jan 2025
- Moneta Group Investment Advisors, LLCNov 2022 to Aug 2024
- J.P. Morgan Chase Bank, N.A.Nov 2020 to Nov 2022
- J.P. Morgan Securities LLCNov 2020 to Nov 2022
- TIAANov 2016 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2016 to Nov 2020
- ScottradeJul 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Correct Capital Wealth Management, LLC
$889.3MAssets managed
466Clients
7Advisers
8 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
- 5272179
- Firm CRD
- 298774