Justin ElsburyCRD 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.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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