Career
Justin Weinkle has been Chief Financial Officer of Dynasty Wealth Management since February 2019. Justin Weinkle is not listed as a control person, but directly owns under 5% of the firm. Justin Weinkle holds an MBA from Emory University. Justin Weinkle studied BSE in Operations Research and Financial Engineering at Princeton University.
Dynasty Wealth Management, LLC is a St. Petersburg, FL firm with $13.9B under management, 17 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Justin Weinkle joined Dynasty in July 2012 and serves as Chief Financial Officer. Before Dynasty, he was an analyst in KKR’s Client & Partner Group.
- – present · 8 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 153377
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Florida | Approved | 6 February 2020 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 June 2015 |
| Series 7 | General Securities Representative Examination | 9 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
Individual record
- Full name
- Justin James Weinkle
- CRD
- 5571202
- Office
- 200 CENTRAL AVENUE, 15TH FLOOR, St. Petersburg, FL 33701
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Justin Weinkle work?
Justin Weinkle has been Chief Financial Officer of Dynasty Wealth Management, LLC since February 2019.
Is Justin Weinkle a financial advisor?
Yes. Justin Weinkle has a current investment-adviser registration in Florida, through Dynasty Wealth Management since July 2018.
How many years of experience does Justin Weinkle have?
Justin Weinkle has 13 years in the financial industry, since October 2012, across 1 adviser firm.
What exams has Justin Weinkle passed?
Justin Weinkle has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in August 2008. FINRA credited Justin Weinkle with the SIE, which began in October 2018.
Where is Justin Weinkle based?
Justin Weinkle’s registered office is in St. Petersburg, FL.