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Justin Morales

Capital Group Private Client Services, Inc.

Los Angeles, CA

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-18
NV RA APPROVED 2025-02-12
CA RA APPROVED 2025-02-11
IL RA APPROVED 2025-02-11
NY RA APPROVED 2025-02-11
TX RA APPROVED 2025-02-11
  • GA RA
    APPROVED
    Since 2025-03-18
  • NV RA
    APPROVED
    Since 2025-02-12
  • CA RA
    APPROVED
    Since 2025-02-11
  • IL RA
    APPROVED
    Since 2025-02-11
  • NY RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 2025-02-11

Branch Locations

333 South Hope Street, Los Angeles, CA 90071 • 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
Us Bank Los Angeles CA 12/2018 12/2018
Union Bank / Unionbanc Investment Services, Llc Santa Clarita CA 12/2018 06/2021
California State University, Northridge Northridge CA 08/2015 05/2018
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 06/2021 Present
Union Bank Santa Clarita CA 08/2015 11/2018
  • 12/2018 → 12/2018
    Us Bank
    Los Angeles, CA
  • 12/2018 → 06/2021
    Union Bank / Unionbanc Investment Services, Llc
    Santa Clarita, CA
  • 08/2015 → 05/2018
    California State University, Northridge
    Northridge, CA
  • 06/2021 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 08/2015 → 11/2018
    Union Bank
    Santa Clarita, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-20
  • S63 Uniform Securities Agent State Law Examination
    2019-09-20
Designations
Other Names
  • Justin Ernesto Morales

View on SEC IAPD

Other Firms

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WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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