Justin Temple

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2010 → 05/2018
  St. Mary's University
  San Antonio, TX
• 09/2015 → 10/2016
  Flo's Llc
  Tempe, AZ
• 11/2015 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2015 → 01/2021
  Bank Of America, N.A.
  Chandler, AZ
• 05/2022 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 05/2022 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 01/2021 → 05/2022
  Broadway Wealth Solutuons
  San Antonio, TX
• 01/2021 → 05/2022
  Broadway Wealth Solutions, Inc
  San Antonio, TX

Previous Registrations

• 2021-01-21 → 2022-05-13
  Broadway Wealth Solutions
  San Antonio, TX
• 2016-02-02 → 2021-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  San Marcos, TX
  San Antonio, TX
  Schertz, TX
  San Antonio, TX
  San Marcos, TX
  San Antonio, TX
  San Antonio, TX
• 2011-01-04 → 2014-06-13
  Usaa Financial Planning Services
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22
• S63 Uniform Securities Agent State Law Examination
  2007-12-13

Other Names

• Justin Temple
• Justin Michael Temple