JF
JF

Justyn Feldman

32 Years of Experience
4 DisclosuresBroker

Justyn Feldman is a registered investment advisor at Gms Group, based in Boca Raton, FL, with 32 years of industry experience. Justyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1 client
Average Client Portfolio
$13.9M average
Assets Under Management
$13.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2600 N Military Trail, Suite 400, Boca Raton, FL, 33431

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Customer Dispute
October 2000
Settled
Customer Dispute
April 1999
Denied
Customer Dispute
June 1998
Settled
Other Business Activities

Justyn is a director at GMS Group Holdings Corp, dedicating minimal time per week. He is also an employee at Feldman Family Consulting Corp, an interior design business, spending minimal time per week and receiving compensation.

Employment History
Current Registrations
Gms Group
November 2022 - Present · 3 yrs 5 mos
Gms GroupBroker
June 2002 - Present · 23 yrs 10 mos
Previous Registrations
Carlin Equities CORP.Broker
October 2001 - June 2002 · 8 mos
Broadband Capital Management, LLCBroker
July 2001 - October 2001 · 3 mos
Dalton Kent Securities Group, INC.Broker
May 1996 - July 2001 · 5 yrs 2 mos
Corporate Securities Group, INC.Broker
January 1994 - July 1996 · 2 yrs 6 mos
The G.M.S. Group, INC.Broker
September 1993 - February 1994 · 5 mos
State Registrations39 states
AKALAZCACOCTDEFLGAHIIAILINKSLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHORPARISCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.