Justin Michael Lippincott

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 06/2018
  Ubs Financial Services Inc.
  Portland, OR
• 08/2014 → 06/2018
  Ubs Financial
  Portland, OR
• 06/2018 → 10/2021
  Morgan Stanley
  Oswego, OR
• 10/2023 → 05/2024
  J.P. Morgan Securities Llc
  Portland, OR
• 10/2023 → 05/2024
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 10/2021 → 02/2022
  Bank Of America
  Lake Oswego, OR
• 02/2022 → 09/2023
  Old Republic Title
  Lake Oswego, OR
• 05/2025 → Present
  Raymond James & Associates
  Lake Oswego, OR
• 05/2024 → 05/2025
  Stewart Title
  Lake Oswego, OR

Previous Registrations

• 2023-10-10 → 2024-05-21
  J.P. Morgan Securities Llc
  Portland, OR
• 2018-07-02 → 2021-11-01
  Morgan Stanley
  Portland, OR
  Lake Oswego, OR
• 2009-06-01 → 2012-11-16
  Morgan Stanley
  Lake Oswego, OR
• 2008-11-14 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lake Oswego, OR
• 2006-09-13 → 2008-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Oswego, OR
  Portland, OR
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2006-06-21

Other Names

• Justin Lippincott
• Justin M Lippincott
• Justin Michael Lippincott