Justin Lawrence Willis

Current Employers

Employment History

• 10/2018 → 08/2022
  Jp Morgan Securities, Llc
  Washington, DC
• 10/2018 → 08/2022
  Jp Morgan Chase Bank, N.A.
  Washington, DC
• 08/2016 → 10/2018
  Bank Of America Private Wealth Mgmt., Us Trust
  Washington, DC
• 11/2022 → Present
  Raymond James Financial Services, Inc.
  Mclean, VA
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Mclean, VA
• 08/2022 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Mclean, VA
• 08/2022 → Present
  Pinnacle Asset Management
  Mclean, VA

Previous Registrations

• 2018-11-19 → 2022-08-23
  J.P. Morgan Securities Llc
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
• 2016-02-22 → 2016-08-26
  Principal Securities, Inc.
  Bethesda, MD

Other Businesses

(1) Name of Business: Pinnacle Asset Management Address: 1800 Tysons Blvd Ste 600, Mc Lean, VA, 22102-4257, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/29/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (2) Name of Business: Pinnacle Financial Partners / Pinnacle Bank Address: 1800 Tysons Blvd Ste 600, Mc Lean, VA, 22102-4257, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Responsible for managing a portfolio of existing Pinnacle Bank Trust clients and development of new business with qualified prospects.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-11

Designations