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Jeffrey Matthew Mortimer

Elyxium Wealth LLC

Beverly Hills, CA

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Current Employers
Elyxium Wealth Llc

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
CA RA APPROVED 2025-06-02
NH RA APPROVED 2025-06-02
  • MA RA
    APPROVED
    Since 2025-08-25
  • CA RA
    APPROVED
    Since 2025-06-02
  • NH RA
    APPROVED
    Since 2025-06-02

Branch Locations

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • 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
Bny Mellon Wealth Management Boston MA 06/2012 06/2022
Sabbatical Boston MA 06/2022 05/2024
Elyxium Wealth Llc Los Angeles CA 05/2024 Present
Elyxium Wealth Llc Beverly Hills CA 05/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-11
S65 Uniform Investment Adviser Law Examination 1994-05-19
  • S66 Uniform Combined State Law Examination
    2006-08-11
  • S65 Uniform Investment Adviser Law Examination
    1994-05-19
Designations
Other Names
  • Jeffrey Mortimer

View on SEC IAPD

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