Justin
Nolan

Essex LLC

CRD#6438981
Investment Advisor
in Barrington, IL

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About this Advisor

Justin Nolan is a financial advisor based in Barrington, Illinois, working with Essex LLC. Justin has previously held positions at Jpmorgan Chase Bank Na, Jten Group, and Essex, LLC. Justin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Illinois. Currently, Justin is part of Essex LLC, which operates out of Barrington, Illinois. The firm has 10 employees and manages assets totaling $474.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Essex LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21805 Field Parkway Suite 340
Barrington, IL 60010

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Essex LLC Brokerage Details

Total Assets Under Management

$474,349,933

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

1,919

IL Average: 2,564
Average Account Size

$247,186

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Justin Nolan Work History

2016 - Present (8 years)

Essex, LLC

2015 - 2016 (1 year)

Jpmorgan Chase Bank Na

2010 - 2014 (4 years)

Jten Group

Disclosures

Please visit the SEC profile of Justin Nolan 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 Essex LLC

Benjamin Cairns
Barrington, IL
Robert Tutela
Barrington, IL
Justin Nolan
Barrington, IL
Nancy Effert
Barrington, IL
Edward Connolly
Barrington, IL
Arthur Freedman
Barrington, IL
James Hartwell
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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