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Justin Linnon Roth

Moran Wealth Management, LLC

Naples, FL

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Current Employers
Moran Wealth Management, Llc

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-28
FL RA APPROVED 2023-04-10
  • TX RA
    APPROVED
    Since 2023-11-28
  • FL RA
    APPROVED
    Since 2023-04-10

Branch Locations

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • 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
Moran Wealth Management, Llc Naples FL 01/2023 Present
Zf Farmington Hills MI 05/2022 07/2022
Florida Gulf Coast University Fort Myers FL 09/2021 03/2022
Florida Gulf Coast University Fort Myers FL 08/2019 12/2020
Brookstone Estero FL 01/2018 07/2018
Florida Golf Coast University Fort Myers FL 06/2018 12/2022
Estero High School And St. Michael's Middle School Estero FL 03/2013 06/2018
  • 01/2023 → Present
    Moran Wealth Management, Llc
    Naples, FL
  • 05/2022 → 07/2022
    Zf
    Farmington Hills, MI
  • 09/2021 → 03/2022
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2019 → 12/2020
    Florida Gulf Coast University
    Fort Myers, FL
  • 01/2018 → 07/2018
    Brookstone
    Estero, FL
  • 06/2018 → 12/2022
    Florida Golf Coast University
    Fort Myers, FL
  • 03/2013 → 06/2018
    Estero High School And St. Michael's Middle School
    Estero, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-11
  • S65 Uniform Investment Adviser Law Examination
    2023-03-11

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

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