Ellen Boortz, financial advisor Russellville KY

Ellen Boortz

CRD Number: 7116105
Current Firm: Edward Jones

Ellen Boortz (CRD# 7116105) is an Investment Advisor Representative working at Edward Jones in Russellville, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2019 - Current 3
Carpenter Company Russellville, KY Jun 2013 - May 2019 5
Russellville Family Dentistry Russellville, KY Dec 2012 - Jun 2013 < 1
Child Support Division Hopkinsville, KY May 2009 - Jan 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ellen O. Boortz
Phone Number: 314-515-2000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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