Justin Lamar Ross
Investment Adviser Representative at Unifimoney RIA
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Justin Lamar Ross is an investment adviser representative with Unifimoney RIA in Dallas, TX, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 5 firms, including Kinly Advisors, LLC and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCNov 2017 – Nov 2018Charlotte, NC
- Wells FargoMay 2014 – Nov 2018Charlotte, NC
- Robert W. Baird & Co. IncorporatedNov 2018 – Aug 2020Charlotte, NC
- J.P. Morgan Securities LLCSep 2020 – Feb 2021Charlotte, NC
- JPMorgan Chase Bank, N.A.Sep 2020 – Feb 2021Charlotte, NC
- Johnson C Smith UniversityMay 2017 – Dec 2019Charlotte, NC
- Kinly Advisors, LLC (f/k/a First Boulevard Advisors, LLC)Feb 2021 – Oct 2023Overland Park, KS
- UnifimoneyOct 2023 – no end date reportedAustin, TX
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Unifimoney RIA
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100 (waivable)
- Estimated blended rate
- 0.003
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-129081
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 22, 2026
View full firm profileSimilar advisors in Dallas, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Lamar Ross has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched