Justin Elsbury, financial advisor Westlake TX

Justin Elsbury

CRD Number: 6914343
Current Firm: Fidelity Personal And Workplace Advisors

Justin Elsbury (CRD# 6914343) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC American Fork, UT Feb 2018 - Current 4
Doterra Pleasant Grove, UT Dec 2017 - Feb 2018 < 1
Byu Av Productions Provo, UT Jan 2016 - Jan 2018 2
3vc Provo, UT May 2017 - Dec 2017 < 1
Doterra Pleasant Grove, UT Apr 2016 - Sep 2017 1
Wallaroo Media Provo, UT Jan 2017 - Apr 2017 < 1
Brick Oven Provo, UT Jan 2016 - Mar 2016 < 1
Lin's Gourmet Stafford, UT Nov 2015 - Dec 2015 < 1
Odu Saferide Norfolk, UT Aug 2015 - Nov 2015 < 1
Lin's Gourmet Stafford, VA Jun 2015 - Aug 2015 < 1
610 Car Wash Stafford, VA May 2015 - Aug 2015 < 1
Byu Av Productions Provo, UT Sep 2014 - Apr 2015 < 1
Mainstreet Grill & Bar Stafford, VA Jun 2014 - Aug 2014 < 1
711 Stafford, VA May 2014 - Aug 2014 < 1
Church Of Jesus Christ Of Latter-day Saints Frederiksberg, Apr 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Justin L. Elsbury
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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