Justin
Hess

Securian Financial Services, Inc

CRD#7433220
Investment Advisor
in Newport Beach, CA

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About this Advisor

Justin Hess is a financial advisor who works in Newport Beach, California who has 1 year of relevant experience. Hess is currently employed by Securian Financial Services, Inc. Hess has gained experience at Tax & Financial Group, Securian Financial Services, Minnesota Life Insurance Company, The Bill Knoke Group, Brown And Streza, Llp, Newport Rib Company, National Junior Basketball, California'S 48Th Congressional District (Ca-48), International Federation Of Pickleball (Ifp), Viva Spain Pickleball Tours, Newport Beach Little League, Corona Del Mar High School and Pitzer College. Hess maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Securian Financial Services, Inc is a business operating out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 people on staff. It handles $21 billion in assets across its 76,075 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 165 charities and foundations. Of its 76,075 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets. Securian Financial Services, Inc offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Securian Financial Services, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Office Location

4001 Macarthur Blvd. Suite 300
Newport Beach, CA 92660

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

CA Average: $5,289,111,388
Total Number of Employees

1,750

CA Average: 157
Total Number of Accounts

76,075

CA Average: 8,262
Average Account Size

$271,900

CA Average: $640,173

Investment Advisory Services

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

Justin Hess Work History

Justin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tax & Financial Group

2022 - Present (2 years)

Securian Financial Services

2022 - Present (2 years)

Minnesota Life Insurance Company

2021 - 2022 (1 year)

The Bill Knoke Group

2019 - 2020 (1 year)

Brown And Streza, Llp

2019 - 2020 (1 year)

Newport Rib Company

2016 - 2020 (4 years)

California'S 48Th Congressional District (Ca-48)

2016 - 2017 (1 year)

International Federation Of Pickleball (Ifp)

2016 - 2016 (< 1 year)

Viva Spain Pickleball Tours

2015 - 2019 (4 years)

Pitzer College

2014 - 2020 (6 years)

National Junior Basketball

2011 - 2015 (4 years)

Newport Beach Little League

2011 - 2015 (4 years)

Corona Del Mar High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Hess 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 Securian Financial Services, Inc

Tyler Malek
Newark, DE
Robert Evans
Minneapolis, MN
Ericka Schaefer
Minneapolis, MN
Nicholas Linton
San Ramon, CA
Michael Daniels
Jersey City, NJ
Andrew Brand
Rockville, MD
Kurt Anderson
Tampa, FL
Heather Snead
Midlothian, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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