Justine Coleman has been Chief Compliance Officer of Pento Portfolio Strategies since January 2013, is a control person of the firm and directly owns under 5% of it.
Pento Portfolio Strategies, LLC is a Naples, FL firm with $237M under management, 874 clients and 2 advisers in one office, as of its May 2026 filing.
Justine Coleman is Research & Technical Assistant at Pento Portfolio Strategies. Coleman spent 25 years working as a Certified Public Accountant in the financial reporting industry and is now a Registered Investment Advisor and Securities Analyst.
- – present · 13 yearsNaples, FL · Adviser representative · Firm CRD 159217
Investment adviser representative registrations
Justine Coleman is registered as an investment adviser representative in 5 states. The first approvals date from June 2013; the most recent is Washington, in August 2020.
- CaliforniaSince 20 March 2020
- New JerseySince 17 June 2013
- PennsylvaniaSince 3 December 2018
- VirginiaSince 5 June 2020
- WashingtonSince 31 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Justine C Coleman
- CRD
- 6202329
- Firm
- Pento Portfolio Strategies · CRD 159217
- Role
- Chief Compliance Officer
- Office
- 999 VANDERBILT BEACH RD, SUITE 200, Naples, FL 34108
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pentoport.com
Where does Justine Coleman work?
Justine Coleman has been Chief Compliance Officer of Pento Portfolio Strategies, LLC since January 2013, and is a control person of the firm.
Is Justine Coleman a financial advisor?
Yes. Justine Coleman has a current investment-adviser registration in California, New Jersey, Pennsylvania, Virginia and Washington, through Pento Portfolio Strategies since June 2013.
How many years of experience does Justine Coleman have?
Justine Coleman has 13 years in the financial industry, since June 2013, across 1 adviser firm.
What exams has Justine Coleman passed?
Justine Coleman passed the Series 65 in April 2013.
Where is Justine Coleman based?
Justine Coleman’s registered office is in Naples, FL.
Is Justine Coleman registered with FINRA?
No. Justine Coleman has no current broker registration.
How can I verify Justine Coleman’s record?
Search CRD 6202329 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justine Coleman’s full registration record.
