Investment & Tax Strategies, Inc.

Investment & Tax Strategies, Inc. (CRD# 157717) is a financial advisory firm headquartered in Parker, CO. They manage $46,600,000 in 364 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8231 N. Sundown Trail, Parker, CO 80134
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $128,022
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, WI

Financial Advisors at Investment & Tax Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jamie Ellis, financial advisor Parker CO
Jamie G. Ellis
CRD#: 2246996
Parker, CO

Jamie Ellis (CRD# 2246996) is an Investment Advisor Representative working at Investment & Tax Strategies, Inc. in Parker, CO and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals