Jeremy Ellisor
CRD Number: 5722917Current Firm: Convergent Financial Group
Compensation Model: Fee Only
Jeremy Ellisor (CRD# 5722917) is the founder and lead advisor of Convergent Financial Group.
Before starting Convergent Financial Group, Jeremy was a co-owner and lead advisor of E&R Wealth Management. Over the past decade, he has worked in various sides of the financial industry, including a fee-only wealth management firm, an independent broker dealer, and an insurance company. His experience brings expertise in planning for the future, investments, insurance, taxes, and estate planning. He holds a Bachelor of Science in Civil Engineering from Clemson University.
We believe that the days of providing hundreds of pages of graphs and charts that don't make sense to most clients are long gone. Advisors should get paid for advice, not the amount of paper they produce. We believe our job is to help you focus on variables you can control: when to retire, savings targets, spending rates, risk, and proper diversification of investments.
You're always juggling responsibilities and schedules, and you're quite successful at it. But there's one important ball that's not even in the mix and you know you need to do something about it. In fact, it's been on your list for a while... there just hasn't been time.
We get it. That's why we've designed our entire process around you and your busy schedule. You can choose to meet face-to-face or do a video conference call. With just a few meetings, you'll have an all-encompassing plan, automated savings, a trusted advisor monitoring your investments, and an ongoing partner keeping you on track. So you get back to the present knowing your future is secure.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| E & R Wealth Management, LLC | Mount Pleasant, SC | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- SC
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Total Assets Under Management35MILLIONS
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Total Number of Accounts241ACCOUNTS
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Average Account Value$143,597
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
Advisory services are offered through Convergent Financial Group, LLC, (CFG), an investment advisor firm domiciled in the State of South Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of CFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
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