Justin Kelly (CRD# 5640066) is an Investment Advisor Representative working at Evexia Wealth, LLC in Wilsonville, OR and has over 6 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Evexia Wealth, LLC | Wilsonville, OR | Jan 2023 - Current | 1 |
Thrivent Advisor Network LLC | Portland, OR | Nov 2020 - Current | 3 |
Thrivent Financial | Appleton, WI | Jun 2019 - Nov 2020 | 1 |
Thrivent Investment Management Inc. | Portland, OR | Jun 2017 - Nov 2020 | 3 |
Thrivent Financial - Joseph Watson | Eau Claire, WI | Mar 2019 - Jun 2019 | < 1 |
Thrivent Financial - Nicholas Baecker | Portland, OR | Jun 2017 - Mar 2019 | 1 |
Swickard Management Company | Wilsonville, OR | Apr 2017 - May 2017 | < 1 |
Ctc Mycfo | Portland, OR | Jun 2012 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- OR
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts1,188ACCOUNTS
-
Average Account Value$220,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MN, OR, WA, WI
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