Justin Morales

Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2019-09-20

Designations

• Certified Financial Planner

Other Names

• Justin Ernesto Morales