Jessica Ellefson, financial advisor Beaver PA
88 score

Jessica Ellefson

CRD Number: 6192639
Current Firm: Janney Montgomery Scott LLC

Jessica Ellefson (CRD# 6192639) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Beaver, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott Beaver, PA May 2013 - Current 3
Lender Services Inc. Coraopolis, PA Sep 2011 - May 2013 1
Auntie Annes Pretzels Monaca, PA Feb 2007 - Sep 2011 4
Geneva College Beaver Falls, PA Aug 2007 - Dec 2010 3
Blackhawk High School Beaver Falls, PA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jessica Ellefson
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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