Justin
Shack

Facet

CRD#5831937
Investment Advisor
in Phoenix, AZ

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About this Advisor

Justin Shack is a financial advisor based in Phoenix, Arizona, working with Facet. Justin has previously held positions at Vanguard and Facet Wealth. Justin has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Justin is part of Facet, which operates out of Phoenix, Arizona. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Phoenix, AZ

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

AZ Average: $6,889,882,315
Total Number of Employees

234

AZ Average: 45
Total Number of Accounts

24,977

AZ Average: 765
Average Account Size

$101,880

AZ Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Justin Shack Work History

2020 - Present (4 years)

Facet Wealth

2010 - 2020 (10 years)

Vanguard

Disclosures

Please visit the SEC profile of Justin Shack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Edward Jurgielewicz
Baltimore, MD
Michelle Wagner
Baltimore, MD
Harrison Maizels
Brooklyn, NY
Robert Dillon
Baltimore, MD
Keenan Casey
Baltimore, MD
Matthew Farrell
Baltimore, MD
Chase Grundy
Baltimore, MD
Sammie Guajardo
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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