Jason Benjamin Ellis

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Milton Chamber of Commerce Milton, WI Start date: 1/1/2022 Board Member Hours per week: 0 Hours during trading: 0 Board Director * SJE Capital LLC Type of business: Real Estate Warsaw, IN Start date: 9/30/2022 Member Hours per week: 1 Hours during trading: 0 Desc: This is the LLC that owns my Edward Jones office. As a member of the LLC, I have administrative responsibilities as well as overseeing the general upkeep and maintenance of the office.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  2005-02-25

Designations

• Certified Financial Planner