Brian Jellig

Brian Jellig

CERTIFIED FINANCIAL PLANNER™
California, United States

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Work Experience

Mercer Advisors

RVP, Wealth Advisor & Ltd. Partner

2021-04-01 - Present

Epstein & White Retirement Income Solutions, LLC

Wealth Advisor

2018-06-01 - 2021-04-01

Edward Jones

Financial Advisor

2017-04-01 - 2018-07-01

KTM Group North America, Inc.

Group Marketing Director

2017-01-01 - 2017-04-01

melin

Executive Vice President

2015-05-01 - 2017-01-01

La Jolla Group

Global Brand Director - FMF Apparel

2011-10-01 - 2014-06-01

JETPILOT

Vice President, Sales & Marketing

2008-01-01 - 2011-10-01

Gordon & Smith Clothing

Marketing & Design Director

1999-01-01 - 2001-01-01

Extreme Sports Inc.: Jetpilot Brand

Brand Manager

1998-01-01 - 2002-01-01

Skills

holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax & legacy planning retirement plan design & administration career counseling financial advising financial services investing professional services tax services

Languages

English