Jeffrey Matthew Mortimer

Employer firm

Elyxium Wealth LLC CRD 328603

$1.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → 06/2022
  Bny Mellon Wealth Management
  Boston, MA
• 06/2022 → 05/2024
  Sabbatical
  Boston, MA
• 05/2024 → Present
  Elyxium Wealth Llc
  Los Angeles, CA
• 05/2025 → Present
  Elyxium Wealth Llc
  Beverly Hills, CA

Previous Registrations

• 2010-09-20 → 2012-06-06
  Bainco International Investors Llc
  Boston, MA
• 2006-08-31 → 2008-12-31
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

ELYXIUM FAMILY OFFICE, LLC; INVESTMENT RELATED, SAN MATEO CA, FAMILY OFFICE SERVICES, MANAGING MEMBER, 05/2024.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-11
• S65 Uniform Investment Adviser Law Examination
  1994-05-19

Designations

• Chartered Financial Analyst

Other Names

• Jeffrey Mortimer