Jamie Ellis (CRD# 2246996) is an Investment Advisor Representative working at Investment & Tax Strategies, Inc. in Parker, CO and has over 31 years of experience in the finance industry. Jamie Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment & Tax Strategies, Inc. | Parker, CO | May 2011 - Current | 12 |
| Calton & Associates, Inc. | Henderson, CO | Jun 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
| S63 | Uniform Securities State Law Examination | Jun 1992 |
- CO
- WI
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$128,022
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CO, WI
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