Justin Paul Elliott
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyDec 2025 to now
- Walser Wealth Management CompanyJul 2024 to now
- Alerity Finiancial Group, LLCOct 2017 to Apr 2024
- Beacon Asset ManagementJan 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5908126
- Firm CRD
- 206518