Justin Smithhisler

Current Employers

Employment History

• 02/2015 → 09/2017
  Jp Morgan Chase Securities Llc
  Hillsboro, OR
• 02/2015 → 09/2017
  Jp Morgan Chase Bank
  Beaverton, WA
• 09/2023 → Present
  Wicks Emmett Llp
  Roseburg, OR
• 05/2023 → 09/2023
  Justin Smithhisler
  Wilsonville, OR
• 12/2021 → 05/2023
  Stoner Electric
  Milwaukie, OR
• 12/2019 → 12/2021
  Moss Adams Llp
  Portland, OR
• 09/2017 → 12/2019
  Aldrich Advisors
  Lake Oswego, OR
• 07/2024 → Present
  Avantax Planning Partners
  Roseburg, OR
• 07/2025 → Present
  Avantax Investment Services, Inc
  Roseburg, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients. To provide investment and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/09/2024 ADDRESS: 358 NE Winchester, Roseburg OR 97470, United States DESCRIPTION: Primary communication with financial planning. Assist clients with investment choices and review investment performance with clients. 2) WICKS EMMETT LLP POSITION: Associate NATURE: The entity offers a full array of accounting related services. This includes the audits, reviews, and compilations of for profit and non-profit entities, as well as employee benefit plan audits. Additionally, tax related services are offered for individuals and businesses which includes preparation of tax returns, tax planning and compliance. Lastly, services are offered for payroll which includes the preparation of payroll and assistance with the issuance of tax related forms at year end. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2023 ADDRESS: 358 NE Winchester, Roseburg OR 97470, United States DESCRIPTION: As an assurance senior manager, I oversee the assurance staff, including audits, reviews, compilations, and agreed upon procedures. I provide tax services to individuals and non-profit organizations, including form 990 informational returns. I am also involved in firm administrative duties, including firm operations, managerial tasks, staff recruiting, client sourcing, and community outreach. Once licensed, this is the entity I will be using to market the Avantax business/services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-22
• S65 Uniform Investment Adviser Law Examination
  2024-08-29

Other Names

• Justin Smithhisler
• Justin Bo Smithhisler