Justin Frederick Bogart

Current Employers

Employment History

• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2012 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Other Businesses

1.NATURE OF OTHER BUSINESS: DBA: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: 1920 S. MAIN STREET, SUITE #800, IRVINE CA 92614 NATURE OF BUSINESS: DBA/OUTSIDE RIA POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT START DATE: APPROX. NUMBER OF HOURS PER MONTH: 160 APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLANNING, FINANCIAL SERVICES OFFERED THROUGH FIRM 2.NATURE OF OTHER BUSINESS: CENTRAL BREVARD SHARING CENTER INVESTMENT RELATED: NO NATURE OF BUSINESS: NON- PROFIT ORGANIZATION POSITION/TITLE/RELATIONSHIP: 2ND VICE CHAIR OF THE BOARD START DATE: APPROX. NUMBER OF HOURS PER MONTH: 8 APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: ASSISTS IN COLLECTING FUNDS, DONATIONS AND OFFERING EMERGENCY ASSISTANCE TO THOSE IN THE COMMUNITY WHO ARE STRUGGLING TO OBTAIN LIFE'S MOST BASIC NEEDS; 3. NAME OF OTHER BUSINESS: GOOD SHEPARD BBQ MINISTRIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE BBQ TO THE POOR;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-13
• S63 Uniform Securities Agent State Law Examination
  2002-11-22