Unclaimed Profile

Justin P. Callaham

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 63, Series 65Clean record6 years registeredASSUREDPARTNERS INVESTMENT ADVISORS, LLC

4600 W. CYPRESS STREET, TAMPA, FL 33607CRD# 6992988Firm CRD# 309550

Profile Verification

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

Identity

Justin P. Callaham · TAMPA, FL

Registration

CRD #6992988 · ASSUREDPARTNERS INVESTMENT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS

Nov 2020 – May 2025

TAMPA, FL

ASSUREDPARTNERS FINANCIAL SERVICES

Dec 2019 – May 2020

Tampa, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

CRD 309550 · SEC 801-117771

AUM

$179M

Regulatory assets under management

Employees

601 client accounts

Services offered by ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Justin P. Callaham offer?

Justin P. Callaham specializes in Financial Planning, Investment Management, Wealth Management.

What are Justin P. Callaham's credentials?

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

Where is Justin P. Callaham located?

Justin P. Callaham is based in TAMPA, Florida, last registered with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC.

How does Justin P. Callaham charge for services?

Justin P. Callaham's firm is compensated through percentage of aum, hourly charges, subscription fees, other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSUREDPARTNERS INVESTMENT ADVISORS, LLC?

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has approximately 23 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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