Justin Vestman has been an investment adviser representative at Lake Avenue Financial since January 2022, and is not listed among the firm’s executive officers or direct owners.
Lake Avenue Financial LLC is a Pasadena, CA firm with $155M under management, 294 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Justin Vestman’s longest registration is the current one, 4 years at Lake Avenue Financial since 2022. Before joining Lake Avenue Financial in 2022, Justin Vestman was registered through Golden State Equity Partners, LLC and Golden State Wealth Management, LLC.
- Lake Avenue Financial LLCCurrent– present · 4 yearsBellevue, WA · Adviser representative · Firm CRD 315746
- Golden State Equity Partners, LLC– · 1 yearBellevue, WA · Adviser representative · Firm CRD 289796
- Golden State Wealth Management, LLC– · 3 yearsSanta Monica, CA · Adviser representative · Firm CRD 167995
- J.P. Morgan Securities LLC– · 3 yearsSanta Monica, CA · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 25574
- Wamu Investments, Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 599
Investment adviser representative registrations
Justin Vestman is registered as an investment adviser representative in Washington, since January 2022.
- WashingtonSince 10 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 November 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 2007 |
| Series 7 | General Securities Representative Examination | 16 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Kyle Vestman
- CRD
- 5309237
- Firm
- Lake Avenue Financial · CRD 315746
- Office
- Bellevue, WA
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Vestman work?
Justin Vestman is an investment adviser representative registered through Lake Avenue Financial LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Justin Vestman a financial advisor?
Yes. Justin Vestman has a current investment-adviser registration in Washington, through Lake Avenue Financial since January 2022.
How many years of experience does Justin Vestman have?
Justin Vestman has 19 years in the financial industry, since August 2007, across 6 adviser firms.
What exams has Justin Vestman passed?
Justin Vestman has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2007. FINRA credited Justin Vestman with the SIE, which began in October 2018.
Where did Justin Vestman work before Lake Avenue Financial?
Before Lake Avenue Financial, Justin Vestman was registered through Golden State Equity Partners, LLC, March 2020 to January 2022; Golden State Wealth Management, LLC, August 2016 to March 2020; J.P. Morgan Securities LLC, October 2012 to August 2016; Chase Investment Services Corp., May 2009 to October 2012; Wamu Investments, Inc., November 2008 to May 2009.
Where is Justin Vestman based?
Justin Vestman’s registered office is in Bellevue, WA.
Is Justin Vestman registered with FINRA?
No. Justin Vestman has no current broker registration.
How can I verify Justin Vestman’s record?
Search CRD 5309237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Vestman’s full registration record.
