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Justin Anthony Baierl

LPl Financial LLC

Moon Twp, PA

CRD 6755391

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-24
  • PA RA
    APPROVED
    Since 2025-10-24

Branch Locations

949 Beaver Grade Rd, Moon Twp, PA 15108 • 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
Washington & Jefferson College Washington PA 08/2016 05/2020
Hornor Townsend And Kent, Llc Horsham PA 05/2020 12/2024
Kades-Margolis Wayne PA 12/2024 10/2025
Lpl Financial Moon Twp PA 10/2025 Present
J Cubed Financial Advisory Group. Inc Moon Twp PA 10/2025 Present
  • 08/2016 → 05/2020
    Washington & Jefferson College
    Washington, PA
  • 05/2020 → 12/2024
    Hornor Townsend And Kent, Llc
    Horsham, PA
  • 12/2024 → 10/2025
    Kades-Margolis
    Wayne, PA
  • 10/2025 → Present
    Lpl Financial
    Moon Twp, PA
  • 10/2025 → Present
    J Cubed Financial Advisory Group. Inc
    Moon Twp, PA
Previous Registrations
Other Businesses

1) 10/22/2025 - J Cubed Financial Advisory Group, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/22/2025 - Justin Baierl - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2025 - 10 Hr/Mth 3) 10/22/2025 - Notary - State of PA - Inv Rel - Start: 10/2025 - 5 Hr/Mth 4) 07/10/2026 - J Cubed Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 08/01/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2021-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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