- Securities Licensed: Series 6, 7, 63, 65
- Insurance Licensed: Life, Accident and Health, Variable
With over 20 years of experience, Justin works with individuals, families and small business owners with their estate, financial, investment planning and retirement planning. Justin strives to deliver a great client experience through a high level of service, understanding, and communication. He has obtained the Accredited Investment Fiduciary designation through Fi360, the Wealth Management Specialist™ (WMS™) designation, the Accredited Wealth Management Advisor™ (AWMA™) designation, and the Chartered Retirement Planning Counselor™ (CRPC™) through the College of Financial Planning. In a continued effort to provide the highest level of service and expertise to his retirement planning clients, Justin, along with his partner, Clay Moseley, obtained the Certified Plan Fiduciary Advisor™ (CPFA™) designation. He is currently in the process of completing his studies to obtain the CERTIFIED FINANCIAL PLANNER™ designation to better allow him to advise his clients through holistic financial planning. Justin has been included in the 2020 Raymond James Achievers Club*.
In 2023 Justin was named to the 2023 edition of the AdvisorHub’s list of 100 Solo Advisors to Watch†. Solo Advisors provide high quality advice and highly personalized attention to their clients with the help of their staff and firms. Additionally, this year Justin completed additional education and certifications, including becoming a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. This designation symbolizes Justin's ability to work with business owners, growth advisors, and CPA's on analyzing business valuations for growth or options for business owners to sell or monetize their businesses. In his current practice, Justin works closely with business owners and this knowledge will allow him to provide a higher level of expertise during this crucial time for a business owner or partner.
Furthermore, this year Justin was selected to become a member of the Institute of Investment Management Consulting (IIMC)** at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high-level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
Most recently, Justin passed the final exam by the National Association of Plan Advisors (NAPA) to obtain the Non-Qualified Plan Advisor Designation (NQPA). This certification will allow him to better serve his corporate and business owner clients with their retirement and tax planning. He also earned the NAPA (k)RS™ credential. 401(k) Rollover Specialist (k)RS™ plan advisors demonstrate the expertise required to comply with new regulations for recommending rollovers to individual retirement accounts (IRAs), from one plan to another plan, and from one IRA to another IRA.
Justin is married to Devan, has two beautiful children (Harrison and Mary Dean), and two golden doodles. In his spare time, he enjoys working at their other family businesses, traveling, reading, and golfing. He is a graduate of Valdosta State University, where he earned his Bachelor of Fine Arts in Speech Communication with an emphasis in Public Relations. Justin is very proud of his community and is involved in various civic groups. He has served on or is currently serving on the following boards:
- Board of Trustees, Epworth by the Sea -Chairman of the Finance and Endowment Committees
- Past Board of Directors, Leadership Lowndes
- Former Board of Directors, Peach State Summer Theater
- Kappa Alpha Order Alumni Advisor, Alumni Chapter President, 2017 Kappa Alpha Order Court of Honor, 2017 Delta Rho Alumni of the Year
- Leadership Georgia, Class of 2015
- Leadership Lowndes, Class of 2011 – Class President
- Past Board of Directors of LAMP – Past President 2015
- Past Board of Directors of Azalea City Kiwanis – Past President 2013, Kiwanian of the Year 2011
- Past Board of Directors of Easter Seals of South Georgia
- Member of Park Avenue Methodist Church – serve on the Staff Parish Committee
- Past Valdosta Country Club Board of Directors
- Community Volunteer – Miracle League of Valdosta
*Awarded to Financial Advisor Trainees with 0 to 8 years length of service to the firm. Qualifications based on current Advisory Mastery Program production & anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
**The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
† The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investment Management Consultant, RJFS President, SCIG