Justin Ellis
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Fairlawn, OH 44333-4803
Credentials
Series 63, Series 66
Industry experience
1 year
About
Justin Ellis is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to understand their financial goals and overall financial picture. He engages in planning conversations and provides education to help clients evaluate strategies related to retirement, investments, and wealth planning.
Justin's professional experience includes positions as a Financial Consultant Partner and 401(k) Participant Services Specialist at Charles Schwab from 2021 to 2025. Prior to that, he held internship roles at Lifetime Financial Growth, Symphony Financial Services, and Valmark Financial Group between 2018 and 2021.
Outside of his professional work, Justin has personal interests in cars, golf, military service, scuba diving, snowboarding, and soccer.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Wealth management
Location
3750 W Market St, Unit A
Fairlawn, OH 44333-4803
Most active in
Justin E has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
FIdelity Brokerage Services LLC
2025 - Present (1 year)
Charles Schwab Bank, SSB
2024 - 2025 (1 year)
Charles Schwab
2021 - 2025 (4 years)
Lowes
2021 - 2021 (1 year)
Lifetime Financial Growth
2020 - 2021 (1 year)
Symphony Financial Services, Inc.
2019 - 2020 (1 year)
Valmark Financial Group
2018 - 2019 (1 year)
University of Akron
2017 - 2020 (3 years)
Brads Lawn Care
2017 - 2017 (1 year)
Ohio Army National Gaurd
2016 - Present (10 years)
University of Akron
2016 - 2016 (1 year)
Lowe's
2016 - 2018 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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