Best Investors Account Sign in
Inactive

Justin James Ellsesser

Matthias Private Wealth, LLC

Winter Park, FL

Claim This Profile
Current Employers
Matthias Private Wealth, Llc

700 West Morse Boulevard Suite 201, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-18
  • FL RA
    APPROVED
    Since 2025-09-18

Branch Locations

700 West Morse Boulevard Suite 201, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lepercq Lynx Investment Advisory Llc Washington DC 03/2014 02/2017
Missouri Local Government Employees Retirement System Jefferson City MO 04/2017 06/2019
Mariner Winter Park FL 06/2019 06/2025
Matthias Private Wealth Winter Park FL 07/2025 Present
  • 03/2014 → 02/2017
    Lepercq Lynx Investment Advisory Llc
    Washington, DC
  • 04/2017 → 06/2019
    Missouri Local Government Employees Retirement System
    Jefferson City, MO
  • 06/2019 → 06/2025
    Mariner
    Winter Park, FL
  • 07/2025 → Present
    Matthias Private Wealth
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-22
S63 Uniform Securities Agent State Law Examination 2012-03-02
  • S65 Uniform Investment Adviser Law Examination
    2014-10-22
  • S63 Uniform Securities Agent State Law Examination
    2012-03-02
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor