Justin Happ has been an investment adviser representative at Nvest Financial since April 2022, and is not listed among the firm’s executive officers or direct owners.
Nvest Financial, LLC is a Portsmouth, NH firm with $688M under management, 809 clients and 5 advisers across 4 offices, as of its August 2026 filing.
- Nvest Financial, LLCCurrent– present · 4 yearsPortsmouth, NH · Adviser representative · Firm CRD 128868
Investment adviser representative registrations
Justin Happ is registered as an investment adviser representative in New Hampshire, since April 2022.
- New HampshireSince 13 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 April 2022 |
| Series 3 | National Commodity Futures Examination | 11 March 2010 |
| Series 24 | General Securities Principal Examination | 17 August 2004 |
| Series 53 | Municipal Securities Principal Examination | 19 April 2002 |
| Series 55 | Limited Representative-Equity Trader Exam | 21 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1998 |
| Series 7 | General Securities Representative Examination | 12 November 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3127288
- Firm
- Nvest Financial · CRD 128868
- Office
- TWO INTERNATIONAL DRIVE, SUITE 110, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Happ work?
Justin Happ is an investment adviser representative registered through Nvest Financial, LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Justin Happ a financial advisor?
Yes. Justin Happ has a current investment-adviser registration in New Hampshire, through Nvest Financial since April 2022.
How many years of experience does Justin Happ have?
Justin Happ has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Justin Happ passed?
Justin Happ has passed 7 licensing exams: the Series 7, Series 63, Series 55, Series 53, Series 24, Series 3 and Series 65. The earliest, the Series 7, was passed in November 1998.
Where is Justin Happ based?
Justin Happ’s registered office is in Portsmouth, NH.
Is Justin Happ registered with FINRA?
No. Justin Happ has no current broker registration.
How can I verify Justin Happ’s record?
Search CRD 3127288 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Happ’s full registration record.
