Justin W. Kelly

EVEXIA WEALTH

Canby, OR

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CRD#: 5640066

Professional summary

Justin Wayne Kelly is a registered financial advisor currently at EVEXIA WEALTH, LLC located in Canby, Oregon.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Wayne Kelly'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

January 27, 2023 - Present

EVEXIA WEALTH, LLC

RIA

CRD#: 323788

Canby, OR

Past

November 25, 2020 - January 27, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Portland, OR

Past

May 24, 2019 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Portland, OR

Past

June 16, 2017 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Portland, OR

Past

April 17, 2009 - February 25, 2011

EDWARD JONES

RIA

CRD#: 250

BEAVERTON, OR

Past

March 31, 2009 - February 25, 2011

EDWARD JONES

CRD#: 250

BEAVERTON, OR

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".

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 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

Oregon
(1/27/2023)

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: 5/23/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/4/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/16/2017

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 3/30/2009

General Securities Representative Examination

Current Firm

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 Approved)

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Contact information

Main Address

1265 Main Street Suite 105, Stevens Point, WI 54481

Mailing Address

Phone number

(715) 344-9496

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/18/2025)

Regulatory assets under management

Total Number of Accounts	1,379
AUM (Assets Under Management)	$ 329,350,000

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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Firm Stability Insights

Justin W. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Wayne Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

EVEXIA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2019

Series 63

Date: 6/22/2017

Series 7TO

Date: 12/4/2018

SIE

Date: 10/1/2018

Series 6

Date: 6/16/2017

Series 7

Date: 3/30/2009

Current Firm

EVEXIA WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVEXIA WEALTH, LLC

TRUST BUT VERIFY

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