Jennifer Ann Garrett

Employer firm

Ellis Investment Partners, LLC CRD 157669

$987M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
CONSULTING SERVICES

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

Current Employers

Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2013-03-11

PA RA
APPROVED

Since 2013-03-11

Branch Locations

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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

Organization	City	State	From	To
Ellis Investment Partners, Llc	Berwyn	PA	03/2013	Present

03/2013 → Present

Ellis Investment Partners, Llc

Berwyn, PA

Previous Registrations

2006-09-29 → 2013-04-13

Cms Wealth Management

Wayne, PA
1994-02-28 → 2005-11-23

Conservest Capital Advisors Inc

Wynnewood, PA

Other Businesses

BARC FOUNDATION 4950 YORK ROAD, HOLICONG, PA 18928; NON-PROFIT; SUPPORT FOR PEOPLE WITH DISABILITIES, CHAIR OF INVESTMENT COMMITTEE; ZERO COMPENSATION.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-04-24
S65	Uniform Investment Adviser Law Examination	1993-04-16

S63 Uniform Securities Agent State Law Examination

2008-04-24
S65 Uniform Investment Adviser Law Examination

1993-04-16

Designations

Chartered Financial Analyst

Other Names

Jennifer A Garrett

View on SEC IAPD