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JE

Justin L. Elsbury

PINNACLE WEALTH ADVISORS
CLACKAMAS, OR 97015
Some features on this profile are disabled
CRD#: 6914343
JE

Professional summary

Justin Lyle Elsbury, who also goes by Justin Elsbury, is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Clackamas, Oregon.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin Elsbury

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.
OAA#: 54319 | Org Name:Young Living | Org Addr:Lehi, UT, US | Nature of Bus:Distributing essential oils. | Invst Rel:N | Title:Distributor | Duties:I will enroll others in Young Livings business. | Start Dt:05/04/2018 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lyle Elsbury'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

May 9, 2025 - Present

PINNACLE WEALTH ADVISORS

Office #1: 9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
RIA
CRD#: 117517
CLACKAMAS, OR
Past

March 31, 2025 - April 30, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FORT WORTH, TX
Past

October 30, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WESTLAKE, TX
Past

March 23, 2018 - April 30, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

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".
PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA
Registered Investment Advisory firm - (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)

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
(5/9/2025)
IAR
Washington
(5/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/2/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/14/2020
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/14/2020
General Securities Sales Supervisor - Options Module Examination

Current Firm

PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA
Registered Investment Advisory firm - (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)
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Contact information

Main Address
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
Mailing Address
Phone number
(503) 654-5100
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, INC. - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,644
AUM (Assets Under Management)$ 461,414,534

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.

Company Information

PINNACLE WEALTH ADVISORS

CRD#: 117517Clackamas, OR 97015

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