JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
Fee Structure
This brochure does not contain any fee information. Please refer to EPI Financial Group LLC's brochure for fee details.
Areas of Practice
Insurance PlanningEstate Planning
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Advisor Information
Office location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an estate plan coordinator and insurance agent at EPI Group, LLC, and an insurance agent at EPI Protection, LLC, both since 2020. These activities, involving insurance sales and services, consume nearly all of Justin's time, both during and outside of securities hours.
Employment History
Current Registrations
Epi Financial Group
May 2021 - Present · 4 yrs 8 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.