Jason EllisCRD Number: 5978422
Current Firm: Charles Schwab & Company, Inc.
Jason Ellis (CRD# 5978422) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Hartford, CT and has over 4 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Charles Schwab & Company, Inc.||West Hartford, CT||Dec 2015 - Current||< 1|
|Charles Schwab Bank||West Hartford, CT||Dec 2015 - Current||< 1|
|Tnb Properties||New Britain, CT||Sep 2014 - Current||2|
|Webster Bank||Springfield, MA||Mar 2015 - Nov 2015||< 1|
|Lpl||Springfield, MA||Mar 2015 - Nov 2015||< 1|
|Santander Securities LLC||Guaynabo, PR||Apr 2013 - Feb 2015||1|
|Sovereign Bank Na||West Hartford, CT||Mar 2013 - Feb 2015||1|
|Morgan Stanley Smith Barney||Hartford, CT||Mar 2012 - Feb 2013||< 1|
|Unemployed||Ellington, CT||Dec 2011 - Mar 2012||< 1|
|Merrill Lynch Pierce, Fenner & Smith, Inc.||Hartford, CT||Aug 2011 - Dec 2011||< 1|
|T-mobile||Manchester, CT||Sep 2008 - Aug 2011||2|
|University Of Connecticut||Storrs, CT||Sep 2004 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.