Brian R. Jellig
SAVVY | RVP, Wealth Advisor
Del Mar, CA 92014
Some features on this profile are disabled
CRD#: 6786051
Professional summary
Brian Russell Jellig, CFP® is a registered financial advisor currently at SAVVY located in Del Mar, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Brian joined Mercer Advisors in April 2021 as a Wealth Advisor. Brian is series 66 licensed, insurance licensed and is an Investment Advisor Representative and previously worked for Epstein & White in San Diego, CA. Growing up right here in San Diego, CA, Brian learned from a very early age about the importance of not only the effectiveness of planning but the power of disciplined, strategic investing over time from his two mentors in both life and financial management; his Grandfather, a self-made investor & engineer and his Father, an Estate PlanningAttorney.
Brian graduated from P.L.N.U. here in San Diego with a bachelor’s in communications with a business emphasis.He met his wife at P.L.N.U. and started on his journey to becoming a Wealth Advisor.
Question & Answer
What are your service offerings?
Retirement Planning
What is your minimum asset requirement?
500K
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.
1. Owner and landlord of a rental property in Surprise, AZ since 06/04/2004. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 2. Owner and landlord of a rental property in Vista, CA since 03/01/2010. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 3. Insurance Agent with ECA Marketing offering fixed life insurance and annuities products; Investment-related; Start date: 8/15/2025; Approximately 2 hours per month during trading hours; Address: 445 Marine View Ave., Suite 300, Del Mar, CA 92014.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Russell Jellig's 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®
Start date: 2021
Experience
Current
July 15, 2025 - Present
SAVVY
Office #1: 445 Marine View Ave Suite 318, Del Mar, CA 92014RIA
CRD#: 318493
Del Mar, CA
Past
April 27, 2021 - August 29, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
San Diego, CA
Past
July 5, 2018 - July 6, 2021
EPSTEIN AND WHITE FINANCIAL LLC
RIA
CRD#: 281230
SAN DIEGO, CA
Past
August 31, 2017 - June 10, 2018
EDWARD JONES
RIA
CRD#: 250
ENCINITAS, CA
Past
June 14, 2017 - June 10, 2018
EDWARD JONES
BD
CRD#: 250
ENCINITAS, 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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
California(7/15/2025)
IAR
Texas(7/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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