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Justin Paul Smallwood

Investment adviser representative at The Financial Resource Center
12 yearsExperience
1 stateRegistered in
$642.5MFirm assets
4 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

Experience

12 years in the industry.

  1. The Financial Resource CenterSep 2026 to now
  2. Credit HumanNov 2025 to Jul 2026
  3. Jecohen & Co., LLCMar 2022 to Nov 2025
  4. Four Seasons Hotels LimitedDec 2021 to Jun 2024
  5. Uber TechnologiesOct 2021 to Dec 2021
  6. Advocates for Science and Math Education, Inc.Jun 2020 to Oct 2021
  7. Hancock Whitney Corp.Jan 2019 to Jun 2020
  8. Intercontinental Hotels Group PlcMay 2017 to Jan 2019
  9. UnemployedNov 2016 to May 2017
  10. Westin Hotels & ResortsFeb 2014 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (LA).

The Financial Resource Center

Legal name: The Financial Resource Center, Inc.

$642.5MAssets managed
247Clients
6Advisers
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
6811617
Firm CRD
316747
Advisor's SEC record (opens in a new tab)
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