Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
26yrs
Justin Equitz is a fiduciary financial advisor in Irvine, California, with 26 years in the industry. Justin joined UBS Financial Services in 2009, after eight years at Citigroup Global Markets. Justin holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Irvine
Office200 Spectrum Center Drive Suite 1800, Irvine, CA 92618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowUBS Financial Services Inc.Current firm
- 2000 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Justin
Tailored to Justin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Justin
How do I contact Justin?
Call UBS Financial Services at (201) 352-3000 and ask for Justin Equitz. Justin works from the Irvine, CA office.
How long has Justin been a financial advisor?
Justin has been in the industry since 2000, about 26 years. Top 23% by experience in Irvine.
What licenses does Justin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Justin a fiduciary?
Justin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Justin paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Justin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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