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JM

Justin J. Mcelwee

FRANKLIN DISTRIBUTORS
St. Petersburg, FL 33716
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CRD#: 7081555
JM

Professional summary


Justin Jesse Wayne Mcelwee, who also goes by Justin Mcelwee, Justin Jesse Wayne Mcelwee, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in St. Petersburg, Florida.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2019. Justin has worked at 8 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Justin Mcelwee | Justin Jesse Wayne Mcelwee

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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Justin Jesse Wayne Mcelwee'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

April 24, 2025 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 100 Fountain Parkway, St. Petersburg, FL 33716
BD
CRD#: 109064
St. Petersburg, FL
Past

July 1, 2024 - January 22, 2025

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
Atlanta, GA
Past

June 25, 2024 - January 22, 2025

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
Atlanta, GA
Past

May 22, 2023 - January 16, 2024

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

May 22, 2023 - January 16, 2024

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
ATLANTA, GA
Past

October 26, 2020 - May 17, 2023

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Charlotte, NC
Past

October 23, 2020 - May 17, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

August 14, 2019 - August 25, 2020

HANTZ FINANCIAL SERVICES, INC.

RIA
CRD#: 46047
SOUTHFIELD, MI
Past

June 11, 2019 - August 25, 2020

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/25/2025)
RR
Alaska
(4/29/2025)
RR
Arizona
(4/25/2025)
RR
Arkansas
(5/5/2025)
RR
California
(4/24/2025)
RR
Colorado
(4/25/2025)
RR
Connecticut
(4/24/2025)
RR
Delaware
(4/28/2025)
RR
District of Columbia
(4/25/2025)
RR
Florida
(4/25/2025)
RR
Georgia
(4/25/2025)
RR
Hawaii
(4/28/2025)
RR
Idaho
(4/25/2025)
RR
Illinois
(5/15/2025)
RR
Indiana
(4/29/2025)
RR
Iowa
(5/2/2025)
RR
Kansas
(4/24/2025)
RR
Kentucky
(5/9/2025)
RR
Louisiana
(4/25/2025)
RR
Maine
(4/25/2025)
RR
Maryland
(4/29/2025)
RR
Massachusetts
(5/20/2025)
RR
Michigan
(4/28/2025)
RR
Minnesota
(4/25/2025)
RR
Mississippi
(4/25/2025)
RR
Missouri
(4/24/2025)
RR
Montana
(4/25/2025)
RR
Nebraska
(4/29/2025)
RR
Nevada
(4/28/2025)
RR
New Hampshire
(4/29/2025)
RR
New Jersey
(4/24/2025)
RR
New Mexico
(4/25/2025)
RR
New York
(4/27/2025)
RR
North Carolina
(4/28/2025)
RR
North Dakota
(4/28/2025)
RR
Ohio
(4/24/2025)
RR
Oklahoma
(4/28/2025)
RR
Oregon
(4/27/2025)
RR
Pennsylvania
(4/25/2025)
RR
Puerto Rico
(5/13/2025)
RR
Rhode Island
(4/29/2025)
RR
South Carolina
(4/29/2025)
RR
South Dakota
(4/28/2025)
RR
Tennessee
(4/25/2025)
RR
Texas
(4/24/2025)
RR
Utah
(4/24/2025)
RR
Vermont
(4/25/2025)
RR
Virgin Islands
(4/25/2025)
RR
Virginia
(4/25/2025)
RR
Washington
(4/25/2025)
RR
West Virginia
(4/28/2025)
RR
Wisconsin
(4/28/2025)
RR
Wyoming
(4/25/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2019
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

Disclosures


Regulatory Event1

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


FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064St. Petersburg, FL 33716

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