Justin Follmer has been President, Chief Compliance Officer of Coastal Wealth Advisors since November 2009, is a control person of the firm and directly owns 75% or more of it. Justin Follmer holds a BA in Business Finance and Managerial Economics from Lycoming College and an MBA from The Citadel Graduate College.
Coastal Wealth Advisors, LLC is a Johns Island, SC firm with $107M under management, 110 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Justin M. Follmer is Founder, Investment Advisor and Business Consultant of Coastal Wealth Advisors. He has spent nearly twenty years working with clients that include high-net-worth individuals and families, charitable organizations, entrepreneurs and privately held small businesses. He launched Coastal Wealth in 2015.
Justin Follmer’s longest registration is the current one, 11 years at Coastal Wealth Advisors since 2015. Before joining Coastal Wealth Advisors in 2015, Justin Follmer was registered through Lowcountry Investment Advisors, Inc. and PFS Partners, LLC.
- Lowcountry Investment Advisors, Inc.– · 1 yearSummerville, SC · Adviser representative · Firm CRD 129521
- PFS Partners, LLC– · under a yearJohns Island, SC · Adviser representative · Firm CRD 147872
- LPL Financial LLC– · 3 yearsJohns Island, SC · Adviser representative · Firm CRD 6413
- Maryland Financial Group, Inc.– · 1 yearMT. Pleasant, SC · Adviser representative · Firm CRD 122320
- Axa Advisors, LLC– · under a yearBala Cynwyd, PA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Coastal Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Justin Follmer is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from February 2015; the most recent is Tennessee, in May 2026.
- FloridaSince 26 August 2021
- New JerseySince 22 May 2015
- New YorkSince 14 August 2024
- PennsylvaniaSince 22 May 2015
- South CarolinaSince 11 February 2015
- TennesseeSince 21 May 2026
- TexasResidentSince 9 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2021 |
| Series 66 | Uniform Combined State Law Examination | 26 October 2006 |
| Series 7 | General Securities Representative Examination | 5 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Matthew Follmer
- CRD
- 5195300
- Firm
- Coastal Wealth Advisors · CRD 174574
- Role
- President, Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastalwealthadvisors.com
Where does Justin Follmer work?
Justin Follmer has been President, Chief Compliance Officer of Coastal Wealth Advisors, LLC since November 2009, and is a control person of the firm.
Is Justin Follmer a financial advisor?
Yes. Justin Follmer has a current investment-adviser registration in Florida, New Jersey, New York, Pennsylvania, South Carolina, Tennessee and Texas, through Coastal Wealth Advisors since February 2015.
How many years of experience does Justin Follmer have?
Justin Follmer has 17 years in the financial industry, since August 2009, across 6 adviser firms.
What exams has Justin Follmer passed?
Justin Follmer has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2006.
Where did Justin Follmer work before Coastal Wealth Advisors?
Before Coastal Wealth Advisors, Justin Follmer was registered through PFS Partners, LLC, May 2013 to November 2013; LPL Financial LLC, April 2010 to April 2013; Maryland Financial Group, Inc., October 2009 to January 2011; Axa Advisors, LLC, October 2006 to January 2007.
Is Justin Follmer registered with FINRA?
No. Justin Follmer has no current broker registration.
Is Justin Follmer a CFP?
Coastal Wealth Advisors lists Justin Follmer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Justin M. Follmer biography, coastalwealthadvisors.com
How can I verify Justin Follmer’s record?
Search CRD 5195300 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Follmer’s full registration record.