Justin I Cate
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesJun 2025 to now
- Vida Cantina LLCSep 2020 to Jun 2025
- Boardwalk Cafe and PubJun 2020 to Aug 2020
- UnemployedMar 2020 to Jun 2020
- Beacon FundingJan 2020 to Mar 2020
- Petey's Summertime SeafoodMay 2018 to Oct 2019
- Tk Sports & Associates IncApr 2015 to Jan 2017
- University of New HampshireAug 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8110275
- Firm CRD
- 250