Ellis
De Jesus
Northbridge Financial Group, LLC
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About this Advisor
Ellis De Jesus is a financial advisor based in Tampa, Florida, working with Northbridge Financial Group, LLC. Ellis has previously held positions at Usaa Financial Planning Services Inc, Usaa Financial Advisors, Inc, Roy E De Jesus Dmd Pa, Lpl Financial, LLC, and Northbridge Financial Group, LLC. Ellis has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ellis is part of Northbridge Financial Group, LLC, which operates out of Tampa, Florida. The firm has 10 employees and manages assets totaling $209.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Northbridge Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northbridge Financial Group, LLC Brokerage Details
$209,257,284
10
906
$230,968
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ellis De Jesus Work History
Northbridge Financial Group, LLC
Lpl Financial, LLC
Roy E De Jesus Dmd Pa
Usaa Financial Planning Services Inc
Usaa Financial Advisors, Inc
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
Tampa, FL
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