Sign in
JL

Justin LeRette

Investment Professional at Ohio National Investments, Inc.

Rohnert Park, CA , United States

About

Justin LeRette is the Founder and Director of Investments at JL Financial & Insurance Solutions in Rohnert Park, CA, where he leads the firm's advisory practice focused on financial clarity and long-term planning for clients. In addition to managing his firm, he serves as a Financial Advisor with Eagle Strategies LLC and as a Registered Representative and Insurance Agent with NYLIFE Securities LLC, overseeing a suite of services that include investment management, retirement planning, and insurance solutions.

LeRette's professional expertise encompasses work across individual financial planning, life insurance, long-term care, and asset management, with a commitment to building comprehensive strategies tailored to each client's unique goals. He is active in the life insurance and financial services industries, serving diverse client sectors such as families, business owners, and individuals seeking retirement security or risk management. His approach emphasizes personalized advisory services and holistic solutions, reflecting a broad knowledge of securities, insurance products, and integrated wealth strategies.

A graduate of Sonoma State University with a B.B.A. in Business Administration and Management, Justin has been recognized by industry organizations including the Million Dollar Round Table (MDRT), highlighting his professional achievement and ethical standards. His educational background also includes an Associate of Arts in Social and Behavioral Sciences from Santa Rosa Junior College. LeRette is known locally for his leadership and ethical client service, as well as his contributions to financial literacy and the advancement of best practices within his field.

Career History

OrganizationRoleDate RangeDetails
JL Financial & Insurance SolutionsInvestment ProfessionalJan 2014 to Present
NYLIFE Securities LLCFinancial Services ProfessionalJun 2014 to Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I offer a variety of products that can help you meet ...

Education

Sonoma State University

Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

2012 2014

Santa Rosa Junior College

Associate of Arts (A.A.), Social and Behavioral Sciences

2009 2012

Saint Vincent High School

Skills & Expertise

Customer Service
Supplements to Employee Benefits
Term Life Insurance
Project Management
Personal Finance
Whole Life Insurance
Retirement Planning
Microsoft Excel
Financial Services
Finance
Insurance
Management