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Justin Blake Saffle

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Financial Planning:Investment management only
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Location

9414 Anderson Mill Road, Suite 100, Austin, TX, 78729

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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 insurance agent at Reap Insurance Group, LLC, selling fixed annuities and life insurance since May 2019. This takes about a quarter of his time.

Employment History
Current Registrations
Reap Financial Group, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2013 - May 2019 · 6 yrs
Charles Schwab & CO., INC.Broker
August 2011 - May 2019 · 7 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.