JP
JP

Justin K Pagnard

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

6200 Rockside Rd, Cleveland, OH, 44131

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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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Other Business ActivitiesSells Insurance

Justin is an independent insurance agent with Vantage Financial Group, Inc., selling fixed annuities, life, accident, and health insurance, dedicating about full-time hours per week. He is also the President of NAIFA Cleveland and an advisory representative and financial advisor with Vantage Financial Group, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 5 mos
Vantage Financial Group, INC.
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2018 - June 2023 · 4 yrs 8 mos
Cetera Advisor Networks LLC
September 2013 - December 2014 · 1 yr 3 mos
Walnut Street Securities, INC.
April 2011 - September 2013 · 2 yrs 5 mos
Walnut Street Securities, INC.Broker
January 2011 - September 2013 · 2 yrs 8 mos
Key Investment Services LLCBroker
September 2009 - January 2011 · 1 yr 4 mos
Chase Investment Services CORP.Broker
January 2007 - September 2009 · 2 yrs 8 mos
State Registrations19 states
COFLGAIAILLAMDMIMNMONCNJNYOHOKPASCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.