Managing Member & Chief Compliance Officer · Fonte Financial Advisors
Justin A. Reckers
CRD 4942526 · Named on Form ADV at one SEC-registered adviser
At a glance
Fonte Financial Advisors, an SEC-registered wealth manager based in Carlsbad, CA with $158 million in regulatory assets, lists Justin A. Reckers on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Fonte Financial AdvisorsManaging Member & Chief Compliance OfficerWealth manager · Carlsbad, CA · $158M in regulatory assets
AtlasMembers
Justin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sandra M. BozanicChief Financial Officer, Fonte Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.