Justin Michael Ellis

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 12/2025
  Charles Schwab & Co., Inc.
  Orange Village, OH
• 04/2016 → 11/2018
  Lowe's
  Akron, OH
• 08/2016 → 12/2016
  University Of Akron
  Akron, OH
• 11/2016 → Present
  Ohio Army National Gaurd
  Newark, OH
• 05/2017 → 08/2017
  Brads Lawn Care
  Orrville, OH
• 08/2017 → 12/2020
  University Of Akron
  Akron, OH
• 11/2018 → 04/2019
  Valmark Financial Group
  Akron, OH
• 05/2019 → 08/2020
  Symphony Financial Services, Inc.
  Akron, OH
• 09/2020 → 01/2021
  Lifetime Financial Growth
  Canton, OH
• 01/2021 → 07/2021
  Lowes
  Akron, OH
• 09/2024 → 12/2025
  Charles Schwab Bank, Ssb
  Orange Village, OH
• 12/2025 → Present
  Fidelity Brokerage Services Llc
  Fairlawn, OH

Previous Registrations

• 2024-12-04 → 2026-01-15
  Charles Schwab & Co., Inc.
  Richfield, OH
  Orange Village, OH

Other Businesses

1) Ohio Army National Guard / 28th Division Sustainment Troops Battalion | Investment Related:No|1120 W Blee Rd|Springfield|OH|45502|United States|Military|Battalion S1|11/2/2016|Less than 20|8|I am the primary human resources (HR) officer for all human resources related work in my Battalion. This work includes promotions, evaluations, discharges, awards and other HR administrative actions. My work does not include any financial services or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-03
• S63 Uniform Securities Agent State Law Examination
  2023-02-03

Other Names

• Justin M Ellis