Justin Ellsesser has been an investment adviser representative at Matthias Private Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners.
Matthias Private Wealth, LLC is a Winter Park, FL firm with $243M under management, 46 clients and 2 advisers in one office, as of its March 2026 filing.
Justin Ellsesser is Director of Investments at Matthias Private Wealth, LLC, based in Winter Park, Florida. He leads the firm's portfolio construction, securities selection, and overall investment strategy. Before joining Matthias, he led the private equity and multi-asset hedge fund research team at Mariner Institutional. Previously, he served as an Investment Officer at a Midwest public pension fund.
Justin Ellsesser’s longest registration was 2 years at Lynx Investment Advisory, LLC (2015–2017). Before joining Matthias Private Wealth in 2025, Justin Ellsesser was registered through Lynx Investment Advisory, LLC.
- Matthias Private Wealth, LLCCurrent– present · 1 yearWinter Park, FL · Adviser representative · Firm CRD 289761
- Lynx Investment Advisory, LLC– · 2 yearsWashington, DC · Adviser representative · Firm CRD 111814
Professional designations
Listed by Matthias Private Wealth
- CFA
- CAIA
Investment adviser representative registrations
Justin Ellsesser is registered as an investment adviser representative in Florida, since September 2025.
- FloridaSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2014 |
| Series 24 | General Securities Principal Examination | 8 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 2012 |
| Series 4 | Registered Options Principal Examination | 21 February 2012 |
| Series 3 | National Commodity Futures Examination | 9 January 2012 |
| Series 55 | Limited Representative-Equity Trader Exam | 22 November 2011 |
| Series 7 | General Securities Representative Examination | 27 October 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Justin James Ellsesser
- CRD
- 5977801
- Firm
- Matthias Private Wealth · CRD 289761
- Office
- 700 WEST MORSE BOULEVARD, SUITE 201, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- matthiaspw.com
Where does Justin Ellsesser work?
Justin Ellsesser is an investment adviser representative registered through Matthias Private Wealth, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Justin Ellsesser a financial advisor?
Yes. Justin Ellsesser has a current investment-adviser registration in Florida, through Matthias Private Wealth since September 2025.
How many years of experience does Justin Ellsesser have?
Justin Ellsesser has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Justin Ellsesser passed?
Justin Ellsesser has passed 7 licensing exams: the Series 7, Series 55, Series 3, Series 4, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 2011.
Where did Justin Ellsesser work before Matthias Private Wealth?
Before Matthias Private Wealth, Justin Ellsesser was registered through Lynx Investment Advisory, LLC, February 2015 to February 2017.
Where is Justin Ellsesser based?
Justin Ellsesser’s registered office is in Winter Park, FL.
Is Justin Ellsesser registered with FINRA?
No. Justin Ellsesser has no current broker registration.
Is Justin Ellsesser a CFA charterholder?
Matthias Private Wealth lists Justin Ellsesser with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Justin Ellsesser, CFA, CAIA biography, matthiaspw.com
How can I verify Justin Ellsesser’s record?
Search CRD 5977801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Ellsesser’s full registration record.
