Justin
Nardo

Benefit Financial Services Group

CRD#5607324
Investment Advisor
in Phoenix, AZ

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About this Advisor

Justin Nardo is a certified financial planner working in Phoenix, Arizona, with 11 years in the industry. Nardo is an advisor for Benefit Financial Services Group. Throughout their career, Nardo has worked at The Vanguard Group, Inc, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Next Financial Group Inc, Pacwest Financial Management, Inc, Fidelity Brokerage Services LLC, Arizona State University, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Benefit Financial Services Group. Nardo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Benefit Financial Services Group is a business that has its headquarters in Phoenix, Arizona. The firm has a total of 28 advisors. It handles $445 million in total assets across its 1,072 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,072 customer accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Benefit Financial Services Group has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services offered. Fees charged by Benefit Financial Services Group may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1643 E. Bethany Home Road
Phoenix, AZ 85016

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Benefit Financial Services Group Brokerage Details

Total Assets Under Management

$444,818,259

AZ Average: $7,578,581,321
Total Number of Employees

28

AZ Average: 43
Total Number of Accounts

1,072

AZ Average: 3,727
Average Account Size

$414,942

AZ Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Justin Nardo Work History

Justin has 12 years of experience.

2019 - Present (1 year)

Benefit Financial Services Group

2017 - 2019 (2 years)

Tiaa

2017 - 2019 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2017 (3 years)

Fidelity Brokerage Services LLC

2014 - 2017 (3 years)

Strategic Advisers, Inc

2013 - 2014 (1 year)

Pacwest Financial Management, Inc

2012 - 2012 (< 1 year)

Next Financial Group Inc

2012 - 2014 (2 years)

Arizona State University

2010 - 2012 (2 years)

Usaa Financial Advisors Inc

2010 - 2012 (2 years)

Usaa Financial Planning Services

2008 - 2010 (2 years)

The Vanguard Group, Inc

Disclosures

Justin Nardo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benefit Financial Services Group

Aksana Munoz
Irvine, CA
Ross Hooper
Irvine, CA
Robert Verdugo
Irvine, CA
Braden Priest
Irvine, CA
Nicole Chou
Irvine, CA
Charles Kassicieh
Phoenix, AZ
Justin Nardo
Phoenix, AZ
Thomas Steffanci
Phoenix, AZ

This content was compiled from the SEC and FINRA.

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