Sign in

You're signed outSign in or to get full access.

JR

Justin Roth

Investment Analyst at Moran Wealth Management, LLC

Cape Coral, FL , United States

About

Justin Roth is an Investment Analyst at Moran Wealth Management®, LLC, based in Naples, FL. In this role, he conducts research, analyzes market and economic data, and presents insights to support client portfolio management and trading decisions. His responsibilities include trading, liquidating securities, and contributing to customized portfolio strategies for individual and business clients, focusing on wealth preservation and growth.

He holds a Bachelor of Science in Finance and Economics, with a minor in Mathematics, from Florida Gulf Coast University. Justin supplements his academic background with industry credentials, including certificates in the Securities Industry Exam and Bloomberg Market Concepts, enhancing his capacity to interpret financial markets and instruments.

Prior to joining Moran Wealth Management, Justin worked as a Financial Analyst Intern at ZF Group, where he contributed to financial engineering analysis, and served as a Research Assistant at Florida Gulf Coast University. He is known for his analytical rigor and ability to track and identify market patterns, supporting diverse asset allocation and risk management strategies for high-net-worth clients and businesses.

Career History

OrganizationRoleDate RangeDetails
Moran Wealth Management®Investment AnalystJan 2023 to Present
ZF GroupFinancial Analyst InternMay 2022 to Jul 2022
Florida Gulf Coast UniversityResearch AssistantSep 2021 to Mar 2022
Florida Gulf Coast UniversityInstructional AssistantAug 2019 to Dec 2020

Education

Florida Gulf Coast University

Bachelor of Science - BS, Economics and Finance

2018 2022

Others at Moran Wealth Management, LLC (3)

NameRoleLocation
Arian Mirfakhraee
Arian Mirfakhraee
Portfolio ManagerNaples, FL , United States
Nicholas Malik
Nicholas Malik
Investment AnalystNaples, FL , United States
S
Shichen Xu
Portfolio ManagerNaples, FL , United States

Similar Fund Managers

NameRoleFundLocation
B
Blaine Ferguson
PartnerCwa Asset Management Group, LLCNaples, FL , United States
B
Brian Cook
PartnerCwa Asset Management Group, LLCNashville, TN , United States
E
Eric Weissman
VPPrivate Capital Management, LLCMiami Beach, FL , United States
Gary Wagner
Gary Wagner
Managing PrincipalPrivate Capital Management, LLCDenver, CO , United States