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Justin Taylor Damon

Investment adviser representative at Kerberrose Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
5 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 feeCommissions

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. Kerberrose Wealth Management, LLCAug 2026 to now
  2. Northland Securities, Inc.Apr 2025 to Aug 2026
  3. Mega GoaltendingAug 2024 to Mar 2026
  4. LPL Financial LLCMay 2024 to Mar 2025
  5. Ohio UniversityAug 2022 to Jul 2024
  6. Gustavus Adolphus CollegeSep 2019 to May 2022
  7. UnemployedMar 2019 to Sep 2019
  8. New Hampshire Jr MonarchsSep 2018 to Mar 2019
  9. Giovanni's Roast Beef & PizzaSep 2018 to Feb 2019
  10. St. Michael-albertville High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

Kerberrose Wealth Management, LLC

$1.2BAssets managed
1,785Clients
16Advisers
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
7785860
Firm CRD
168787
Advisor's SEC record (opens in a new tab)
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