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Martin Ellison

Edward Jones

Point Pleasant, WV

CRD 7383723

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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
WV RA APPROVED 2021-09-23
  • WV RA
    APPROVED
    Since 2021-09-23

Branch Locations

806B Viand Street, Point Pleasant, WV 25550 • 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 06/2021 Present
Wvarng-Csms Red House WV 05/2005 06/2021
Wvarng-3664Th Smc Red House WV 10/1997 Present
  • 06/2021 → Present
    St Louis, MO
  • 05/2005 → 06/2021
    Wvarng-Csms
    Red House, WV
  • 10/1997 → Present
    Wvarng-3664Th Smc
    Red House, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-10
  • S66 Uniform Combined State Law Examination
    2021-09-10
Other Names
  • Martin Lee Ellison

View on SEC IAPD

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