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Justin Matthew Smith

13 Years of Experience
Broker
Areas of Practice
Investment ManagementTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K
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Location

4722 Main Street, Lisle, IL, 60532

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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 Activities

Justin is the owner of First Exchange Financial LLC and a real estate sales agent, both since March 2024. Each activity takes about a quarter of his time and can occur during market hours.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
October 2020 - Present · 5 yrs 4 mos
American Trust Investment Services, INC.
May 2020 - Present · 5 yrs 9 mos
American Trust Investment Services, INC.Broker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Westpark Capital, INC.
July 2018 - April 2020 · 1 yr 9 mos
Westpark Capital, INC.
August 2016 - June 2018 · 1 yr 10 mos
Westpark Capital, INC.Broker
August 2016 - June 2018 · 1 yr 10 mos
Newport Coast Asset Management
March 2015 - September 2016 · 1 yr 6 mos
Newport Coast Securities, INC.Broker
September 2012 - September 2016 · 4 yrs
State Registrations6 states
AZCACOILKYNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.