Joseph Ellis, financial advisor Jacksonville FL

Joseph Ellis

CRD Number: 6612301
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joseph Ellis (CRD# 6612301) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Sep 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2016 - Current 4
Adecco Melville, NY Jan 2016 - Dec 2016 < 1
Bank Of America/merrill Lynch Contractor For Adecco Jacksonville, FL Feb 2016 - Nov 2016 < 1
Unemployed Jacksonville, FL Jan 2016 - Jan 2016 < 1
New Horizons Jacksonville, FL Sep 2015 - Dec 2015 < 1
Unemployed Jacksonville, FL Jun 2015 - Aug 2015 < 1
Southeastern College Jacksonville, FL Jan 2015 - May 2015 < 1
Gc Services Jacksonville, FL Apr 2014 - Jan 2015 < 1
Unemployed Jacksonville, FL Mar 2014 - Mar 2014 < 1
Sni Jacksonville, FL Jan 2014 - Feb 2014 < 1
Unemployed Jacksonville, FL Nov 2013 - Dec 2013 < 1
Florida Career College Jacksonville, FL Jul 2013 - Oct 2013 < 1
Unemployed Jacksonville, FL May 2013 - Jun 2013 < 1
University Of Phoenix Jacksonville, FL Jun 2009 - Apr 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Joseph L. Ellis
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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