Justin
Bakewell
Brightside Partners
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About this Advisor
Justin Bakewell is a financial advisor based out of Baltimore, Maryland, with 3 years of relevant experience. Bakewell is an advisor for Brightside Partners. During their career, the advisor has held roles at Brown Advisory, LLC, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, American Universtiy, 28 South Davis LLC, 16 South Davis LLC, 2820 East Marshall LLC and Brightside Advisory Partners. Bakewell has Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to operate in Maryland and Virginia. Brightside Partners is a registered investment business operating out of Baltimore, MD. The investment advisory business has offices in two locations and a total of 14 employees. It oversees $748 million in total assets among its 452 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 452 accounts, 92% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on the type of services. However, fee types charged by Brightside Partners likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brightside Partners Brokerage Details
$747,538,679
14
452
$1,653,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Justin Bakewell Work History
Justin has been registered as a financial advisor for 3 years.*
Brightside Advisory Partners
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
American Universtiy
Brown Advisory, LLC
28 South Davis LLC
16 South Davis LLC
2820 East Marshall LLC
*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 Bakewell 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 Brightside Partners
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Delray Beach, FL
Baltimore, MD
Baltimore, MD
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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