Ellen BoortzCRD 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.
U.s. Bancorp Investments, Inc.
|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|
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
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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