Best Investors Account Sign in
Inactive

Brian Russell Jellig

Savvy

Del Mar, CA

New York, NY

Claim This Profile
Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-15
TX RA APPROVED 2025-07-15
  • CA RA
    APPROVED
    Since 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-15

Branch Locations

445 Marine View Ave Suite 300, Del Mar, CA 92014 • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Edward Jones St Louis MO 05/2017 05/2018
Ktm North America Murrieta CA 02/2017 05/2017
Melin Llc Laguna Hills CA 05/2015 01/2017
Epstein And White Financial Llc San Diego CA 06/2018 04/2021
Mercer Global Advisors, Inc San Diego CA 04/2021 07/2025
Savvy Vista CA 07/2025 Present
  • 05/2017 → 05/2018
    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
    San Diego, CA
  • 07/2025 → Present
    Vista, CA
Previous Registrations
  • 2021-04-27 → 2025-08-29
    San Diego, CA
  • 2018-07-05 → 2021-07-06
    Epstein And White Financial Llc
    San Diego, CA
  • 2017-08-31 → 2018-06-10
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-01
  • S66 Uniform Combined State Law Examination
    2017-07-01
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Del Mar, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor