Justin Wine
Advisor at Aspen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Aspen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami Beach, FL
Credentials
CFP®, Series 66
Industry experience
26 years
Justin Wine is a CFP® professional with 26 years of industry experience. He is the principal of Aspen Wealth Management, LLC, an independent firm based in Miami Beach, FL. Prior to founding Aspen Wealth Management, he worked at BCG Securities and Emerson Equity LLC. Outside of financial advising, he owns Aspen Watch Trading LLC, a business focused on buying and selling collectible watches. Aspen Wealth Management offers portfolio management and financial planning services to individual clients and select institutional relationships such as pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and technical analysis to create customized or model portfolios that may include a range of securities, including equities, ETFs, bonds, and private investments.
Based on Aspen Wealth Management, LLC
$0+: 0.5% +: 2%
Registered representatives receive commissions from purchase and sale of securities and 12b-1 fees in their separate capacity.
$250 - $500 per hour, negotiable depending on scope and complexity.
Miami Beach, FL
Florida · Texas
Emerson Equity LLC
2022 - Present (4 years)
Aspen Wealth Management, LLC
2021 - Present (5 years)
BCG Securities
2012 - 2021 (9 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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