JR
CFA
JR
CFA

Justin Ramirez

18 Years of Experience
Oakland, CA

Justin Ramirez is a CFA-designated registered investment advisor at Forusall, based in Oakland, CA, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 46,734 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Oakland, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Forusall
January 2026 - Present · 3 mos
Previous Registrations
Forusall
April 2013 - December 2025 · 12 yrs 8 mos
Forus
September 2012 - May 2013 · 8 mos
Financial Engines Advisors L.L.C.
August 2007 - June 2012 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor

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.