Patrick A. Justice

ELLSWORTH ADVISORS

Hudson, OH 44236

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CRD#: 6339758

Professional summary

Patrick Aaron Justice, CFP® is a registered financial advisor currently at ELLSWORTH ADVISORS, LLC located in Hudson, Ohio.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 2 firms .

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.

50% owner of an investment property (single family home rental property)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Aaron Justice'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

November 5, 2020 - Present

ELLSWORTH ADVISORS, LLC

Office #1: 1764 Georgetown Road, Hudson, OH 44236

RIA

CRD#: 297464

Hudson, OH

Past

June 12, 2014 - November 20, 2020

DEMMING FINANCIAL SERVICES CORP.

RIA

CRD#: 120106

AURORA, OH

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".

ELLSWORTH ADVISORS, LLC

CRD#: 297464 / SEC#: 801-113634

RIA

Registered Investment Advisory firm - (7/19/2018 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

Ohio
(11/5/2020)

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

Current Firm

ELLSWORTH ADVISORS, LLC

CRD#: 297464 / SEC#: 801-113634

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

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Contact information

Main Address

1764 Georgetown Road, Hudson, OH 44236

Mailing Address

Phone number

(234) 200-0703

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

02 ADV PART 2A APPENDIX 1 (WRAP FEE PROGRAM BROCHURE) FOR ACCOUNTS HELD AT CHARLES SCHWAB 2024-05 (2/28/2025)

ADV PART 2A (FIRM BROCHURE) FOR ACCOUNTS HELD AT CHARLES SCHWAB 2025-02 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	1,863
AUM (Assets Under Management)	$ 1,185,403,327

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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Patrick A. Justice

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Aaron Justice's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELLSWORTH ADVISORS, LLC

DEMMING FINANCIAL SERVICES CORP.

Primary Firm SEC Registration

ELLSWORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ELLSWORTH ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELLSWORTH ADVISORS, LLC

TRUST BUT VERIFY

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