Jared Ellis, financial advisor Saint Louis MO
86 score

Jared Ellis

CRD Number: 5618664
Current Firm: Larson Financial Group, LLC

Jared Ellis (CRD# 5618664) is an Investment Advisor Representative working at Larson Financial Group, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Larson Financial Securities, LLC St. Louis, MO Feb 2014 - Current 2
Larson Financial Group, LLC St. Louis, MO Jan 2014 - Current 2
Precision Wealth Strategies, LLC Chesterfield, MO Jul 2011 - Jan 2014 2
Nylife Securities LLC Creve Coeur, MO Jul 2010 - Jan 2014 3
New York Life Insurance Company Creve Coeur, MO Nov 2008 - Jan 2014 5
Bank Of America Manchester, MO Oct 2007 - Nov 2008 1
T-mobile O'fallon, MO Nov 2006 - Sep 2008 1
Exel Las Vegas, NV Apr 2006 - Nov 2006 < 1
Abercrombie & Fitch Las Vegas, NV Jul 2005 - Apr 2006 < 1
Exeter School Exeter, MO Nov 2004 - Aug 2005 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Mar 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jared E. Ellis
By the Numbers
  • Total Assets Under Management
    768
    MILLIONS
  • Total Number of Accounts
    14,045
    ACCOUNTS
  • Average Account Value
    $54,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
86
Verified Page
Data verified by both the advisor and the public regulatory data.

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