Justin Shigemi Naito
Investment adviser representative at Bg Investment Services, LLC
14 yearsExperience
1 stateRegistered in
$868.5MFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Bg Investment Services, Inc.Apr 2024 to now
- Asc Trust, LLCJan 2021 to Apr 2024
- UnemployedMar 2020 to Jan 2021
- GesiOct 2019 to Mar 2020
- Mai MarketMar 2018 to Sep 2019
- UnemployedJul 2017 to Feb 2018
- New York LifeJan 2014 to Dec 2016
- Csu Los AngelesSep 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bg Investment Services, LLC
$868.5MAssets managed
722Clients
5Advisers
10 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
- 6735768
- Firm CRD
- 281716