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Justin Blevins

Advisor at LPL Financial

Updated today

Location

Swartz Creek, MI 48473

Credentials

Series 66

Industry experience

16 years

About

Justin Blevins is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Planmember Securities Corporation and Waddell & Reed, Inc. Outside of advisory work, he is involved in tax preparation through his own firm, Blevins Tax Services LLC, and provides customer support for Intuit TurboTax. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment strategies and delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

2065 Elms Rd

Swartz Creek, MI 48473

Most active in

Michigan · Ohio

Work history

LPL Financial

2021 - Present (5 years)

Various Insurance Carriers For W&R Insurance Agencies

2020 - 2021 (1 year)

Waddell & Reed, Inc.

2020 - 2021 (1 year)

Planmember Securities Corporation

2016 - 2020 (4 years)

Michigan Association of Retired School Personnel (MARSP)

2015 - 2020 (5 years)

Williams & Co dba Williams and Company Financial Services

2015 - 2020 (5 years)

Justin Blevins (Self Employed)

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Series 65

Grand Blanc, MI

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Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Series 65

Grand Blanc, MI

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Wealth management
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Series 65

Grand Blanc, MI

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Grand Blanc, MI

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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