Jeffrey M. Mortimer

ELYXIUM WEALTH LLC

BEVERLY HILLS, CA 90212

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CRD#: 2497060

Professional summary

Jeffrey Matthew Mortimer, who also goes by Jeffrey Mortimer, is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Beverly Hills, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 4 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Mortimer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ELYXIUM FAMILY OFFICE, LLC; INVESTMENT RELATED, SAN MATEO CA, FAMILY OFFICE SERVICES, MANAGING MEMBER, 05/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Matthew Mortimer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 2, 2025 - Present

ELYXIUM WEALTH LLC

Office #1: 400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212

RIA

CRD#: 328603

BEVERLY HILLS, CA

Past

October 15, 2010 - June 6, 2012

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

CRD#: 32240

BOSTON, MA

Past

September 20, 2010 - June 6, 2012

BAINCO INTERNATIONAL INVESTORS LLC

RIA

CRD#: 106053

BOSTON, MA

Past

August 31, 2006 - December 31, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN FRANCISCO, CA

Past

October 5, 2004 - December 31, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221

RIA

Registered Investment Advisory firm - (5/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/2/2025)

IAR

Massachusetts
(8/25/2025)

IAR

New Hampshire
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/11/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/19/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/2004

General Securities Representative Examination

Current Firm

ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221

RIA

Registered Investment Advisory firm - (5/9/2024 Approved)

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Contact information

Main Address

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 221-8349*224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/9/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 452,733,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey M. Mortimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Matthew Mortimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

BAINCO INTERNATIONAL INVESTORS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ELYXIUM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/11/2006

Series 65

Date: 5/19/1994

Series 7

Date: 10/4/2004

Current Firm

ELYXIUM WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELYXIUM WEALTH LLC

TRUST BUT VERIFY

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