Ascension Investment Advisors

Ascension Investment Advisors (CRD# 121753) is a financial advisory firm headquartered in Jenkintown, PA. They manage $2,498,894 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $73,497
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Ascension Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jocelyn D. Wright
CRD#: 2485742
720 Greenwood Ave, Suite 301a, Jenkintown, PA 19046
96
Wealthminder
score

Jocelyn Wright (CRD# 2485742) is an Investment Advisor Representative working at Ascension Investment Advisors in Jenkintown, PA and has over 14 years of experience in the finance industry. Jocelyn Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Camari Ellis
CRD#: 4986986
510 West Avenue, Jenkintown, PA 19046
93
Wealthminder
score

Camari Ellis (CRD# 4986986) is an Investment Advisor Representative working at Ascension Investment Advisors in Jenkintown, PA and has over 10 years of experience in the finance industry.

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