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Justin Wade Ellison

Demand Wealth

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About Justin Wade Ellison

Justin Ellison is a financial advisor with Demand Wealth, based in Oakton, VA. Justin has been in the financial services industry for over 20 years. Justin specializes in portfolio management, financial planning, and investment advice. Justin has been registered with the state of Virginia since 2020 and Texas since 2021.

Firm Information

Justin Ellison is currently registered with Demand Wealth. Demand Wealth is an investment advisor with offices in . The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They also provide video consulting services. Demand Wealth has $142,564,069 in regulatory assets under management. They have a total of 199 accounts, all of which are discretionary. The firm has 2 investment advisor representatives and 1 registered representative.

$142.56M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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video consulting

Video consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Ellison’s Registration & Firm History

VA

03/10/2020 - Present

Demand Wealth (OAKTON VA)

VA

01/23/2019 - 04/03/2020

SPIRE SECURITIES, LLC (VIENNA VA)

DC

06/01/2009 - 01/18/2019

MORGAN STANLEY (WASHINGTON DC)

DC

07/28/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

VA

11/21/2002 - 06/27/2006

MORGAN STANLEY DW INC. (VIENNA VA)

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Licenses & Designations

BOTH

Issued 05/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 11/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Wade Ellison.
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