Justin Linnon Roth
Investment adviser representative at Moran Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$5.1BFirm 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
13 years in the industry.
- Moran Wealth Management, LLCJan 2023 to now
- ZfMay 2022 to Jul 2022
- Florida Gulf Coast UniversitySep 2021 to Mar 2022
- Florida Gulf Coast UniversityAug 2019 to Dec 2020
- Florida Golf Coast UniversityJun 2018 to Dec 2022
- BrookstoneJan 2018 to Jul 2018
- Estero High School and St. Michael's Middle SchoolMar 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Moran Wealth Management, LLC
$5.1BAssets managed
1,694Clients
34Advisers
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
- 7716952
- Firm CRD
- 319208