CJ
CJ

Callie M Just

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
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Location

2655 Warrenville Road, Suite 110, Downers Grove, IL, 60515

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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

Callie is a business owner of Just Chic LLC, an event design and planning company, dedicating a few hours per week. She also spends full-time working for HighPoint Planning Partners, LLC and HighPoint Advisor Group, providing administrative support to the latter, an independent investment advisor firm.

Employment History
Current Registrations
Highpoint Planning Partners
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Foreside Financial Services, LLCBroker
August 2022 - September 2024 · 2 yrs 1 mo
Jackson National Life Distributors LLCBroker
February 2017 - August 2021 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - October 2016 · 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Callie M Just - Financial Advisor | TrueAdvisor