Justin Balas
Investment adviser representative at Elite Portfolios
22 yearsExperience
1 stateRegistered in
$322.1KFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Elite PortfoliosJun 2026 to now
- Thepartners Wealth ManagementMar 2024 to now
- Elite PortfoliosMay 2023 to Oct 2024
- Svb Investment Services IncJun 2022 to Jul 2022
- Svb Wealth LLCMay 2022 to May 2023
- UnemployedMar 2022 to May 2022
- Harbinger GroupNov 2019 to Mar 2022
- Ieq CapitalJun 2019 to Oct 2019
- Welton Investment PartnersSep 2004 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Elite Portfolios
Legal name: Elite Tamp LLC
$322.1KAssets managed
1Clients
2Advisers
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
- 7562629
- Firm CRD
- 327535