Justin Robert Claussen
Investment adviser representative at Moran Wealth Management, LLC
11 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
11 years in the industry.
- Moran Wealth Management, LLCJan 2025 to now
- Capital Wealth AdvisorsJun 2024 to Nov 2024
- StudentAug 2015 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7959532
- Firm CRD
- 319208