Justin W. Ellison

DEMAND WEALTH

POTOMAC FALLS, VA

Some features on this profile are disabled

CRD#: 4180952

Professional summary

Justin Wade Ellison, who also goes by Justin W Ellison, Justin Wade Ellison, is a registered financial advisor currently at DEMAND WEALTH located in Potomac Falls, Virginia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Justin has worked at 6 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin W Ellison | Justin Wade Ellison

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.

1)Demand Wealth - INVESTMENT RELATED - REGISTERED INVESTMENT ADVISOR - CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER - START DATE: 09/2019. 2) Youth Interest Foundation - non-profit association.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Wade Ellison'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

March 10, 2020 - Present

DEMAND WEALTH

RIA

CRD#: 307043

POTOMAC FALLS, VA

Past

January 23, 2019 - March 10, 2020

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

VIENNA, VA

Past

January 23, 2019 - April 3, 2020

SPIRE SECURITIES, LLC

CRD#: 144131

VIENNA, VA

Past

June 1, 2009 - January 18, 2019

MORGAN STANLEY

RIA

CRD#: 149777

WASHINGTON, DC

Past

June 1, 2009 - January 18, 2019

MORGAN STANLEY

CRD#: 149777

WASHINGTON, DC

Past

August 22, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WASHINGTON, DC

Past

July 28, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WASHINGTON, DC

Past

January 24, 2005 - June 27, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

VIENNA, VA

Past

November 21, 2002 - June 27, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

VIENNA, VA

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".

DEMAND WEALTH

DEMAND WEALTH | DEMAND WEALTH LLC

CRD#: 307043 / SEC#: 801-118145

RIA

Registered Investment Advisory firm - (3/3/2020 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

Texas
(10/1/2021)

IAR

Virginia
(3/10/2020)

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: 5/15/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/4/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/3/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/20/2002

General Securities Representative Examination

Current Firm

DEMAND WEALTH

DEMAND WEALTH | DEMAND WEALTH LLC

CRD#: 307043 / SEC#: 801-118145

RIA

Registered Investment Advisory firm - (3/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Oakton, VA

Mailing Address

Phone number

(888) 788-6465

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEMAND WEALTH ADV BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 142,564,069

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin W. Ellison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Wade Ellison's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

DEMAND WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2003

Series 7TO

Date: 3/4/2024

SIE

Date: 10/1/2018

Series 31

Date: 8/3/2005

Series 7

Date: 11/20/2002

Current Firm

DEMAND WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEMAND WEALTH

TRUST BUT VERIFY

Similar Advisors