Justin M Horner
Investment adviser representative at Widmann Financial Services
12 yearsExperience
1 stateRegistered in
$466.8MFirm assets
8 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
12 years in the industry.
- Widmann Financial ServicesSep 2023 to now
- Commonwealth Financial NetworkSep 2023 to now
- Volley Monster LLCOct 2022 to now
- JP Morgan Chase Bank, N.A.Nov 2021 to Aug 2023
- JP Morgan Securities LLCNov 2021 to Aug 2023
- Morgan StanleyJan 2017 to Nov 2021
- University of BaltimoreAug 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Widmann Financial Services
Legal name: Widmann Financial Services, Inc.
$466.8MAssets managed
551Clients
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
- 6729201
- Firm CRD
- 289106