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Justin Ellis Email & Phone Number

Financial Consultant Partner at Charles Schwab
Location: Greater Cleveland, United States 7 work roles 2 schools
1 work email found @schwab.com 2 phones found area 330 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@schwab.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Financial Consultant Partner
Location
Greater Cleveland, United States
Company size
20505 employees

Who is Justin Ellis? Overview

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Quick answer

Justin Ellis is listed as Financial Consultant Partner at Charles Schwab, a with 20505 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 330, and a matched LinkedIn profile for Justin Ellis.

Justin Ellis previously worked as 401(k) Participant Services Specialist at Charles Schwab and First Lieutenant at Ohio National Guard. Justin Ellis holds Financial Planning, Finance And Financial Management Services from The University Of Akron.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Justin Ellis. Compare company email patterns before reaching out.

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Profile bio

About Justin Ellis

My goal is to gain real-world business experience while learning how I can make a meaningful impact on other people’s lives. I'm passionate about learning how to help others achieve their financial goals. I get the most joy from helping others, and being able to do this for a living is truly a blessing. I have an entrepreneurial and disciplined work ethic. I strongly believe that learning never stops and knowledge is power. I am passionate about becoming a valuable asset to the people I work with and making the most of my potential. My motivation for my career comes from the willingness to help others achieve their financial goals beyond what they may think is possible. I have come to realize the importance of capital, cash flow, and savings through my education, investing, and business experience.“If you're not making someone else's life better, then you're wasting your time. Your life will become better by making other lives better.” - Will SmithI'm driven by financial freedom, and I am very interested in investing in myself, my finances, and others around me. Some of my favorite financial books are Think and Grow Rich, Rich Dad Poor Dad, The Wealthy Barber, and The Millionaire Next Door. I enjoy cars, soccer, scuba diving, snowboarding, strength training, and chess.

Listed skills include Customer Service, Microsoft Excel, Leadership, Communication, and 3 others.

Current workplace

Justin Ellis's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Financial Consultant Partner
san francisco, california, united states
Website
schwab.com
Employees
20505
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Company profile
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7 roles

Justin Ellis work experience

A career timeline built from the work history available for this profile.

Financial Consultant Partner

Current
Charles Schwab

Orange, Ohio, United States

Sep 2024 - Present

401(K) Participant Services Specialist

Charles Schwab

Richfield, Ohio, United States

Jan 2021 - Sep 2024

First Lieutenant

Current
Ohio National Guard

Springfield, Ohio, United States

- Battalion S1, 371st Special Troops Battalion, 371st and Sustainment Brigade

Nov 2016 - Present

Advisor Intern

Lifetime Financial Growth

Canton, Ohio, United States

- Work alongside highly experienced and top financial advisors in the wealth management industry- Help Clients achieve their financial goals through cash flow optimization, debt management, insurance planning, and investments- Develop marketing plans for client acquisition and continuously train with industry professionals on The Living Balance Sheet

Aug 2020 - Jan 2021

Finance Intern

Symphony Financial Services, Inc.

Fairlawn, Ohio, United States

- Work under a Registered Investment Advisor who specializes in investment management, insurance, tax, and estate planning- Assist a CFA in creating institutional-quality investment solutions for corporate 401(k)s and advisory client accounts - Work on projects for Symphony clients consisting of owners of closely-held businesses and high-net-worth individuals - Work with Excel and eMoney daily to generate investment reports and financial plans

May 2019 - Aug 2020

Investment Operations Intern

Valmark Financial Group

Cleveland/Akron, Ohio Area

- Assist with the new business process for investment accounts (Advisory, Brokerage, and Direct to carrier)- Learn the middle and back-office side of Investment Operations within the financial world and understand the front-end stage of the investment account process- Review all incoming physical and electronic business submissions for accuracy, consistency, and completeness

Nov 2018 - Apr 2019

Customer Service Associate

Lowe'S Companies, Inc.

Fairlawn, Ohio

- Consistently produce 15-20k in monthly sales through various departments- Use Customer Service skills and product knowledge to help customers find and get the advice they need- Managed, inventoried, and organized aisles within multiple departments

Apr 2016 - Nov 2018
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

JS Jonathan Sears, Cfp ®, Mba Jonathan Sears, Cfp ®, Mba Colleague at Charles SchwabGreater Chicago Area, United States View → EM Elise Martin Elise Martin Colleague at Charles SchwabUnited States View → RD Robert Dilaura Robert Dilaura Colleague at Charles SchwabCastle Rock, Colorado, United States View → NN Natasha Nabokova Natasha Nabokova Colleague at Charles SchwabLone Tree, Colorado, United States View → JR Joe Robinson Joe Robinson Colleague at Charles SchwabOrlando, Florida, United States View → SC Saheeb Chowdhury Saheeb Chowdhury Colleague at Charles SchwabAustin, Texas, United States View → MP Mark Perkins Mark Perkins Colleague at Charles SchwabAustin, Texas, United States View → DS Don Sullivan Don Sullivan Colleague at Charles SchwabMedina, Ohio, United States View → CB Christopher Best Christopher Best Colleague at Charles SchwabGreater Phoenix Area, United States View → JL Julie Lambert Julie Lambert Colleague at Charles SchwabPlano, Texas, United States View →
2 education records

Justin Ellis education

Financial Planning, Finance And Financial Management Services

The University Of Akron

Activities and Societies: ROTC, Financial Planning Student Association, Investment Club, Tau Kappa EpsilonRelevant Coursework Completed.

High School Diploma

Rittman High School

Activities and Societies: 4 Year Letterman Soccer, Track, & Band. Also enjoyed Jazz Band, Steel Drum Band, Academic Challenge, Chess.

FAQ

Frequently asked questions about Justin Ellis

Quick answers generated from the profile data available on this page.

What company does Justin Ellis work for?

Justin Ellis works for Charles Schwab.

What is Justin Ellis's role at Charles Schwab?

Justin Ellis is listed as Financial Consultant Partner at Charles Schwab.

What is Justin Ellis's email address?

AeroLeads has found 1 work email signal at @schwab.com for Justin Ellis at Charles Schwab.

What is Justin Ellis's phone number?

AeroLeads has found 2 phone signal(s) with area code 330 for Justin Ellis at Charles Schwab.

Where is Justin Ellis based?

Justin Ellis is based in Greater Cleveland, United States while working with Charles Schwab.

What companies has Justin Ellis worked for?

Justin Ellis has worked for Charles Schwab, Ohio National Guard, Lifetime Financial Growth, Symphony Financial Services, Inc., and Valmark Financial Group.

Who are Justin Ellis's colleagues at Charles Schwab?

Justin Ellis's colleagues at Charles Schwab include Jonathan Sears, Cfp ®, Mba, Elise Martin, Robert Dilaura, Natasha Nabokova, and Joe Robinson.

How can I contact Justin Ellis?

You can use AeroLeads to view verified contact signals for Justin Ellis at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Justin Ellis attend?

Justin Ellis holds Financial Planning, Finance And Financial Management Services from The University Of Akron.

What skills is Justin Ellis known for?

Justin Ellis is listed with skills including Customer Service, Microsoft Excel, Leadership, Communication, Research, Project Management, and Sales.

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