Justin Lawrence Willis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Justin Lawrence Willis? 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 assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2022 to now
- Raymond James Financial Services, Inc.Nov 2022 to now
- Pinnacle Asset ManagementAug 2022 to now
- Pinnacle Financial Partners/pinnacle BankAug 2022 to now
- JP Morgan Chase Bank, N.A.Oct 2018 to Aug 2022
- JP Morgan Securities, LLCOct 2018 to Aug 2022
- Bank of America Private Wealth Mgmt., US TrustAug 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5769756
- Firm CRD
- 149018