Justin Morales
Investment adviser representative at Capital Group Private Client Services, Inc.
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$48.4BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Capital Group Private Client Services, Inc.Feb 2025 to now
- Capital Group / Capital Group Private Client Services, Inc.Jun 2021 to now
- Union Bank / Unionbanc Investment Services, LLCDec 2018 to Jun 2021
- US BankDec 2018 to Dec 2018
- Union BankAug 2015 to Nov 2018
- California State University, NorthridgeAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IL, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 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
- 7124316
- Firm CRD
- 312837