Justin
Reckers

Fonte Financial Advisors

CRD#4942526
Investment Advisor
in Carlsbad, CA

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About this Advisor

Justin Reckers is a financial advisor based in Carlsbad, California, working with Fonte Financial Advisors. Justin has previously held positions at Pacific Wealth Management, Girard Securities, Inc, Source Financial Advisors, LLC, Pac Divorce, Inc, Pacific Divorce Management, Reckers Group, LLC, Calton & Associates, Inc, Rg Financial, LLC Dba Fonte Financial Advisors, and Advisory Services Network, LLC. Justin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Justin is part of Fonte Financial Advisors, which operates out of Carlsbad, California. The firm has 1 office and 4 employees. The firm manages assets totaling $124.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Fonte Financial Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

703 Palomar Airport Road Suite 240
Carlsbad, CA 92011

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Fonte Financial Advisors Brokerage Details

Total Assets Under Management

$124,400,796

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

4

CA Average: 43
Total Number of Accounts

387

CA Average: 3,727
Average Account Size

$321,449

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Justin Reckers Work History

2021 - Present (3 years)

Rg Financial, LLC Dba Fonte Financial Advisors

2015 - Present (9 years)

Reckers Group, LLC

2015 - Present (9 years)

Advisory Services Network, LLC

2014 - Present (10 years)

Pac Divorce, Inc

2017 - 2021 (4 years)

Calton & Associates, Inc

2015 - 2015 (< 1 year)

Source Financial Advisors, LLC

2010 - 2015 (5 years)

Girard Securities, Inc

2004 - 2015 (11 years)

Pacific Wealth Management

2004 - 2015 (11 years)

Pacific Divorce Management

Disclosures

Please visit the SEC profile of Justin Reckers 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 Fonte Financial Advisors

Justin Reckers
Carlsbad, CA

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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