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Ivan Dimitry Ellis

Edward Jones

Clayton, NC

CRD 7347495

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-09-07
  • NC RA
    APPROVED
    Since 2022-09-07

Branch Locations

11618 Us 70 Business Hwy W Suite 204, Clayton, NC 27520-2275 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2021 03/2023
United Parcel Service Sylva NC 04/2018 12/2020
Mattress Capital Wake Forest NC 06/2014 08/2017
Western Carolina University Cullowhee NC 08/2017 05/2021
Edward Jones St Louis MO 03/2023 Present
  • 03/2021 → 03/2023
    Edward Jones
    St Louis, MO
  • 04/2018 → 12/2020
    United Parcel Service
    Sylva, NC
  • 06/2014 → 08/2017
    Mattress Capital
    Wake Forest, NC
  • 08/2017 → 05/2021
    Western Carolina University
    Cullowhee, NC
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06

View on SEC IAPD

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