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Jessica Anne Ellis

Alliance Wealth Advisors, LLC

Centerville, UT

CRD 7739310

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Employer firm

Alliance Wealth Advisors, LLC CRD 314668

$552M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • ASSET ALLOCATION SERVICES; ADVISORY CONSULTING

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

Current Employers
Alliance Wealth Advisors, Llc

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
UT RA APPROVED 2025-04-03
  • TX RA
    APPROVED
    Since 2026-08-06
  • UT RA
    APPROVED
    Since 2025-04-03

Branch Locations

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • 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
Middleton Soccer League Middleton ID 03/2016 10/2016
Unemployed Middleton ID 10/2016 05/2017
Ymca Caldwell ID 05/2017 08/2019
Mcdonald'S Laie HI 09/2019 04/2020
Ashley Manor Caldwell ID 05/2020 09/2020
Unemployed Caldwell ID 09/2020 05/2022
Chrysalis Logan UT 05/2022 10/2022
Adams Wealth Advisors Logan UT 10/2022 05/2023
Charles Schwab Fort Worth TX 06/2023 07/2023
Adams Wealth Advisors Logan UT 08/2023 05/2024
Nibley City Logan UT 05/2024 08/2024
Alliance Wealth Advisors, Llc Centerville UT 05/2024 Present
Alliance Wealth Advisors, Llc Centerville UT 03/2025 Present
  • 03/2016 → 10/2016
    Middleton Soccer League
    Middleton, ID
  • 10/2016 → 05/2017
    Unemployed
    Middleton, ID
  • 05/2017 → 08/2019
    Ymca
    Caldwell, ID
  • 09/2019 → 04/2020
    Mcdonald'S
    Laie, HI
  • 05/2020 → 09/2020
    Ashley Manor
    Caldwell, ID
  • 09/2020 → 05/2022
    Unemployed
    Caldwell, ID
  • 05/2022 → 10/2022
    Chrysalis
    Logan, UT
  • 10/2022 → 05/2023
    Adams Wealth Advisors
    Logan, UT
  • 06/2023 → 07/2023
    Charles Schwab
    Fort Worth, TX
  • 08/2023 → 05/2024
    Adams Wealth Advisors
    Logan, UT
  • 05/2024 → 08/2024
    Nibley City
    Logan, UT
  • 05/2024 → Present
    Alliance Wealth Advisors, Llc
    Centerville, UT
  • 03/2025 → Present
    Alliance Wealth Advisors, Llc
    Centerville, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02
Other Names
  • Jessica Anne Wilson

View on SEC IAPD

Nearby Firms

OAK LANE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Nearby Investors

JASON DONALD CAPERTON
MICHAEL SCOTT JONES
LARRY TROY CLAYTON

Nearby Offices

OAK LANE ADVISORS · CENTERVILLE, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CENTERVILLE, UT
LPL FINANCIAL LLC · CENTERVILLE, UT

More in Centerville, UT

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