Brian Russell Jellig

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 05/2017 → 05/2018
  Edward Jones
  St Louis, MO
• 02/2017 → 05/2017
  Ktm North America
  Murrieta, CA
• 05/2015 → 01/2017
  Melin Llc
  Laguna Hills, CA
• 06/2018 → 04/2021
  Epstein And White Financial Llc
  San Diego, CA
• 04/2021 → 07/2025
  Mercer Global Advisors, Inc
  San Diego, CA
• 07/2025 → Present
  Savvy
  Vista, CA

Previous Registrations

• 2021-04-27 → 2025-08-29
  Mercer Global Advisors Inc.
  San Diego, CA
• 2018-07-05 → 2021-07-06
  Epstein And White Financial Llc
  San Diego, CA
• 2017-08-31 → 2018-06-10
  Edward Jones
  Vista, CA
  St Louis, MO
  Encinitas, CA
  Carlsbad, CA

Other Businesses

1. Owner and landlord of a rental property in Surprise, AZ since 06/04/2004. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 2. Owner and landlord of a rental property in Vista, CA since 03/01/2010. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 3. Insurance Agent with ECA Marketing offering fixed life insurance and annuities products; Investment-related; Start date: 8/15/2025; Approximately 2 hours per month during trading hours; Address: 445 Marine View Ave., Suite 300, Del Mar, CA 92014.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-01

Designations

• Certified Financial Planner