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Justin Paul Elliott

PAX FINANCIAL GROUP, LLC·SAN ANTONIO, Texas
SIE, Series 6, Series 63Clean recordPAX FINANCIAL GROUP, LLC
270 NORTH LOOP 1604 EAST, SAN ANTONIO, TX 78232CRD# 5566932Firm CRD# 284164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Paul Elliott · SAN ANTONIO, TX
Registration
CRD #5566932 · PAX FINANCIAL GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PAX FINANCIAL GROUP, LLC
CRD 284164 · SEC 801-107918
AUM
$600M
Regulatory assets under management
Employees
24
4,098 client accounts
Services offered by PAX FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Justin Paul Elliott offer?
Justin Paul Elliott specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Justin Paul Elliott's credentials?
Justin Paul Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Paul Elliott located?
Justin Paul Elliott is based in SAN ANTONIO, Texas, working with PAX FINANCIAL GROUP, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Justin Paul Elliott charge for services?
Justin Paul Elliott's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under pontera advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAX FINANCIAL GROUP, LLC?
PAX FINANCIAL GROUP, LLC has approximately 24 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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