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Justin Simison Wolterman

J1 Capital LLC

Cincinnati, OH

CRD 7299998

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Employer firm

J1 Capital LLC CRD 310963

$9.50M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
J1 Capital Llc

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-01-25
  • OH RA
    APPROVED
    Since 2021-01-25

Branch Locations

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J1 Capital Llc Cincinatti OH 07/2020 Present
American Mortgage Service Company Cincinnati OH 08/2008 02/2020
Unemployed Cincinnati OH 02/2020 07/2020
  • 07/2020 → Present
    J1 Capital Llc
    Cincinatti, OH
  • 08/2008 → 02/2020
    American Mortgage Service Company
    Cincinnati, OH
  • 02/2020 → 07/2020
    Unemployed
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07
Other Names
  • Justin Wolterman

View on SEC IAPD

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