Justin Wayne Kelly

Employer firm

Evexia Wealth, LLC CRD 323788

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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 → 03/2017
  Ctc Mycfo
  Portland, OR
• 04/2017 → 05/2017
  Swickard Management Company
  Wilsonville, OR
• 06/2017 → 11/2020
  Thrivent Investment Management Inc
  Portland, OR
• 06/2017 → 03/2019
  Thrivent Financial - Nicholas Baecker
  Portland, OR
• 03/2019 → 06/2019
  Thrivent Financial - Joseph Watson
  Eau Claire, WI
• 06/2019 → 11/2020
  Thrivent Financial
  Appleton, WI
• 11/2020 → 01/2023
  Thrivent Advisor Network Llc
  Portland, OR
• 01/2023 → Present
  Evexia Wealth, Llc
  Wilsonville, OR

Previous Registrations

• 2020-11-25 → 2023-01-27
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Portland, OR
• 2019-05-24 → 2021-01-06
  Thrivent Investment Management Inc.
  Lake Oswego, OR
  Portland, OR
  Portland, OR
• 2009-04-17 → 2011-02-25
  Edward Jones
  St Louis, MO
  Tigard, OR
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2019-05-23
• S63 Uniform Securities Agent State Law Examination
  2017-06-22