Justin John Dagostino
Investment adviser representative at Vertex Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Vertex PartnersMar 2022 to now
- Vertex Planning Partners, LLCMar 2021 to now
- Highpoint Advisor Group, LLC (dba:vertex Planning Partners, LLC)Jul 2019 to now
- LPL Financial LLCJul 2019 to now
- TD AmeritradeFeb 2018 to Jun 2019
- Scottrade, Inc.Mar 2017 to Feb 2018
- Executive Wealth ManagementJun 2016 to Jan 2017
- Invest Financial Corp.Jun 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vertex Partners
Legal name: Vertex Planning Partners, LLC
$1BAssets managed
843Clients
13Advisers
4 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
- 6507882
- Firm CRD
- 316839