Jennifer Lynn Ellison

Current Employers

Employment History

• 06/2001 → 10/2021
  Bingham, Osborn & Scarborough, Llc
  San Francisco, CA
• 11/2021 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2003-11-27 → 2021-11-01
  B|O|S
  San Francisco, CA

Other Businesses

Burlingame Library Foundation: Investment related; Burlingame, CA; finance committee member; 4/2017; 8 hours per year outside of securities trading hours; help the Finance Committee monitor the investment portfolio and help with rebalancing decisions. Peninsula Tennis Club: Investment related; Burlingame, CA; finance committee member; 9/2023; 2 hours per month outside of securities trading hours; support the treasurer and manager in short and long-term budgeting, improving the interest earned on reserves, and determine the best allocation of funds based on club needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-23
• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Designations

Other Names

• Jennifer L Ellison
• Jennifer Lynn Elllison