Unclaimed Profile

Justin Patrick Leahy

CWS CAPITAL PARTNERS LLC·NEWPORT BEACH, California

SIE, Series 7TO, Series 66Clean record4 years registeredCWS CAPITAL PARTNERS LLC

14 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 6878738Firm CRD# 166871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Patrick Leahy · NEWPORT BEACH, CA

Registration

CRD #6878738 · CWS CAPITAL PARTNERS LLC · 4 years registered

Brand Profile

Not yet started

Career History

CWS CAPITAL PARTNERS LLC

Jun 2022 – present

CWS INVESTMENTS

Jun 2022 – present

CWS INVESTMENTS

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · January 11, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CWS CAPITAL PARTNERS LLC

CRD 166871 · SEC 801-107474

AUM

$336M

Regulatory assets under management

Employees

28 client accounts

Services offered by CWS CAPITAL PARTNERS LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CWS CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Justin Patrick Leahy offer?

Justin Patrick Leahy specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Justin Patrick Leahy's credentials?

Justin Patrick Leahy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Patrick Leahy located?

Justin Patrick Leahy is based in NEWPORT BEACH, California, working with CWS CAPITAL PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Justin Patrick Leahy charge for services?

Justin Patrick Leahy's firm is compensated through performance-based fees, other: reimbursed expenses; asset mgmt fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CWS CAPITAL PARTNERS LLC?

CWS CAPITAL PARTNERS LLC has approximately 51 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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