Justin
Gedlen

First Financial Equity Corporation

CRD#5186484
Investment Advisor
in Dallas, TX
Are you Justin Gedlen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Justin Gedlen is a certified financial planner operating in Dallas, Texas, who has 11 years of experience as a financial advisor. Gedlen is currently employed by First Financial Equity Corporation. Gedlen has gained experience at Wea Trust Member Benefits, Wea Financial Advisers, Inc and First Financial Equity Corporation. Gedlen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado, Illinois, Kansas, Michigan, Minnesota, Missouri, Texas, Florida, Louisiana, Nebraska and Oklahoma. First Financial Equity Corporation is a business operating in Dallas, Texas. The firm has offices in 19 locations and a total of 170 financial advisors. It handles $2 billion in assets under management between its 180 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 180 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management typically vary depending on the type of financial services provided. Fee types charged by First Financial Equity Corporation most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5005 Lbj Freeway Suite 1410
Dallas, TX 75244

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First Financial Equity Corporation Brokerage Details

Total Assets Under Management

$1,650,303,174

TX Average: $1,555,372,352
Total Number of Employees

170

TX Average: 37
Total Number of Accounts

180

TX Average: 1,370
Average Account Size

$9,168,351

TX Average: $1,135,308

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Justin Gedlen Work History

Justin has 11 years of experience.

2010 - Present (9 years)

First Financial Equity Corporation

2009 - 2010 (1 years)

First Financial Equity Corporation

2008 - 2009 (1 years)

Wea Financial Advisers, Inc

2007 - 2009 (2 years)

Wea Trust Member Benefits

Disclosures

Justin Gedlen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started