Jason Ellis, financial advisor West Hartford CT
90 score

Jason Ellis

CRD 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.

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Company Name Location Dates Years
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 &amp; 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
Contact Info for Jason Ellis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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