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Justin Jacob Wagner

Henssler Financial

Kennesaw, GA

Naples, FL

CRD 5820875

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Employer firm

Henssler Financial CRD 104545

$3.81B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Henssler Financial

3735 Cherokee Street, Kennesaw, GA 30144 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-05-24
  • GA RA
    APPROVED
    Since 2021-05-24

Branch Locations

3735 Cherokee Street, Kennesaw, GA 30144 • United States

2343 Vanderbilt Beach Rd Suite #624, Naples, FL 34109 • 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
Morgan Stanley Smith Barney Louisville KY 06/2012 10/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2017
Henssler Financial Kennesaw GA 11/2017 Present
  • 06/2012 → 10/2017
    Morgan Stanley Smith Barney
    Louisville, KY
  • 01/2015 → 10/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2017 → Present
    Henssler Financial
    Kennesaw, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-07
  • S66 Uniform Combined State Law Examination
    2012-09-07

View on SEC IAPD

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EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA

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