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Justin Mcelwee

FRANKLIN DISTRIBUTORS
St. Petersburg, FL
·CRD# 7081555·7 years experience

Professional Summary

Justin Mcelwee, who also goes by Justin Mcelwee, Justin Jesse Wayne Mcelwee, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Justin Mcelwee, Justin Jesse Wayne Mcelwee

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

FRANKLIN DISTRIBUTORS, LLC·CRD# 109064
BD
100 Fountain Parkway, St. Petersburg, FL 33716
April 24, 2025 - Present
VOYA INVESTMENTS DISTRIBUTOR, LLC·CRD# 37886
BD
Atlanta, GA
July 1, 2024 - January 22, 2025
VOYA INVESTMENT MANAGEMENT CO. LLC·CRD# 106494
RIA
Atlanta, GA
June 25, 2024 - January 22, 2025
INVESCO ADVISERS, INC.·CRD# 105360
RIA
Atlanta, GA
May 22, 2023 - January 16, 2024
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Atlanta, GA
May 22, 2023 - January 16, 2024
VANGUARD ADVISERS, INC.·CRD# 106715
RIA
Charlotte, NC
October 26, 2020 - May 17, 2023
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Charlotte, NC
October 23, 2020 - May 17, 2023
HANTZ FINANCIAL SERVICES, INC.·CRD# 46047
RIA
Southfield, MI
August 14, 2019 - August 25, 2020
HANTZ FINANCIAL SERVICES, INC.·CRD# 46047
BD
Southfield, MI
June 11, 2019 - August 25, 2020

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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)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2019About the SIE exam

Series 24 — General Securities Principal Examination

Passed Sep 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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JM
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