Justin
Woolf

Usi Securities, Inc

CRD#7264154
Investment Advisor
in Irvine, CA

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About this Advisor

Justin Woolf is a financial advisor based in Irvine, California, working with Usi Securities, Inc. Justin has previously held positions at Townepark, Blue Moon Pizza, John Hancock Investment Management, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, John Hancock, John Hancock Investment Management Distributors LLC, John Hancock Distributors LLC, Usi Consulting Group, and Usi Securities. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Justin is part of Usi Securities, Inc, which operates out of Irvine, California. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7535 Irvine Center Drive Ste 250
Irvine, CA 92618

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Usi Securities, Inc Brokerage Details

Total Number of Employees

24

CA Average: 35

Investment Advisory Services

  • Selection of other advisers

Justin Woolf Work History

2024 - Present (1 year)

Usi Consulting Group

2024 - Present (1 year)

Usi Securities

2022 - 2024 (2 years)

John Hancock Distributors LLC

2022 - 2024 (2 years)

John Hancock

2020 - 2020 (< 1 year)

Northwestern Mutual Life Insurance Company

2020 - 2020 (< 1 year)

Northwestern Mutual Investment Services LLC

2020 - 2022 (2 years)

John Hancock

2020 - 2022 (2 years)

John Hancock Investment Management Distributors LLC

2019 - 2019 (< 1 year)

John Hancock Investment Management

2016 - 2020 (4 years)

Townepark

2014 - 2018 (4 years)

Blue Moon Pizza

2010 - 2016 (6 years)

Student

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Disclosures

Please visit the SEC profile of Justin Woolf 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 Usi Securities, Inc

Kimberly Wade
Cincinnati, OH
Scott Mcquillen
Minneapolis, MN
Nicholas Moore
Blue Bell, PA
Christopher Moreton
Glastonbury, CT
David Graver
Glastonbury, CT
Gina D'Amiano
Fort Lauderdale, FL
Kimberly Youngerman
Phoenix, AZ
Melinda Robidoux
Glastonbury, CT

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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