Ellis
De Jesus
Northbridge Financial Group, LLC
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About this Advisor
Ellis De Jesus is a certified financial planner who works out of Tampa, Florida who has 3 years of industry experience. De Jesus currently works for Northbridge Financial Group, LLC. During their career, the advisor has held roles at Usaa Financial Planning Services Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Usaa Financial Advisors, Inc, Roy E De Jesus Dmd Pa, Lpl Financial, LLC and Northbridge Financial Group, LLC. De Jesus has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Northbridge Financial Group, LLC is an advisory company headquartered in Tampa, FL. It has $157 million in assets under management between its 821 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 821 accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely are based on the type of services provided. Fees billed by Northbridge Financial Group, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northbridge Financial Group, LLC Brokerage Details
$157,067,104
11
821
$191,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ellis De Jesus Work History
Ellis has been registered as a financial advisor for 3 years.*
Northbridge Financial Group, LLC
Lpl Financial, LLC
Roy E De Jesus Dmd Pa
Usaa Financial Planning Services Inc
Usaa Financial Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ellis De Jesus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northbridge Financial Group, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
