Justin Caldwell Boller

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2019
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 07/2019 → Present
  Liquid Strategies, Llc
  Atlanta, GA

Previous Registrations

• 2019-10-02 → 2025-01-06
  Liquid Strategies, Llc
  Atlanta, GA
• 2014-10-30 → 2019-07-18
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 2013-05-13 → 2014-03-04
  Invesco Advisers, Inc.
  Atlanta, GA

Other Businesses

Bison Holdings, LLC; 5500 Lenox Rd, Atlanta, GA 33026; investment related; Business development, Advisor Relations, Investment Support; Member; 3/31/2021;approx 40-80 hours/month; Approx. 20-40 hours/month during trading hours. Liquid Strategies, LLC, 3550 Lenox Rd., Atlanta, GA 30326, Strategy related, business development, advisor relations, 10-20 hours per month, 5-10 hours per month during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-06

Designations

• Chartered Financial Analyst