Ascension Investment Advisors
Ascension Investment Advisors (CRD# 121753) is a financial advisory firm headquartered in Jenkintown, PA. They manage $5,952,257 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$156,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Jocelyn Wright (CRD# 2485742) is an Investment Advisor Representative working at Ascension Investment Advisors in Philadelphia, PA and has over 16 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.
Camari Ellis (CRD# 4986986) is an Investment Advisor Representative working at Ascension Investment Advisors in Jenkintown, PA and has over 12 years of experience in the finance industry.