Justin Spees
Advisor at Just Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Justin Spees is the principal and sole advisor at Just Advisors, Inc., an independent registered investment adviser. He holds a Series 66 designation and has 17 years of industry experience. Prior to focusing full-time on his advisory practice, he served as an Assistant Professor of Business and Chair of the Business Department at Sierra Nevada University for six years. He is also the director of Give The Dream Foundation, a nonprofit charity with which he has been involved since 1997. Just Advisors, Inc. manages discretionary portfolios for individuals, high-net-worth households, trusts, charitable organizations, and businesses. The firm emphasizes tailored financial advice guided by individualized investment policies and combines traditional portfolio management with the capacity to offer insurance products.
Fee options
1.00% annually (negotiable)
Location
Incline Village, NV
Most active in
Justin S has reported serving >5 clients in these states in the last 12 months.
Nevada
Work history
Sierra Nevada University
2016 - 2022 (6 years)
Just Advisors, Inc.
2016 - Present (10 years)
Global Market Trading
2015 - 2020 (5 years)
Give The Dream Foundation (Non-Profit Charity)
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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