Jeffrey Ellison, financial advisor Newport Beach CA
90 score

Jeffrey Ellison

CRD Number: 5888842
Current Firm: J.p. Morgan Securities LLC

Jeffrey Ellison (CRD# 5888842) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Irvine, CA Apr 2013 - Current 3
Lpl Financial, LLC Irvine, CA Aug 2011 - Mar 2013 1
Morris Basdakis Wealth Management Irvine, CA Feb 2011 - Jul 2011 < 1
In N Out Burger Placentia, CA Feb 2004 - Feb 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jeffrey A. Ellison
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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