Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellis? Claim Your ProfileEllis James De jesus is a financial advisor with Northbridge Financial Group, LLC. Ellis has been in the financial services industry since 2006. Ellis is registered with the state of Florida as an investment advisor representative. Ellis is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Prior to joining Northbridge Financial Group, LLC, Ellis worked at USAA Financial Advisors, Inc., Charles Schwab & Co., Inc., Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and T. Rowe Price Investment Services, Inc. Ellis provides investment advisory services through Northbridge Financial Group, LLC, an independent investment advisor firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/01/2020 - Present
Northbridge Financial Group, LLC (TAMPA FL)
FL
09/30/2013 - 12/16/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
11/01/2012 - 09/24/2013
CHARLES SCHWAB & CO., INC. (ST. PETERSBURG FL)
FL
04/23/2010 - 10/08/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
07/13/2007 - 03/23/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
07/13/2007 - 03/23/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (TAMPA FL)
FL
10/13/2006 - 07/09/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/10/2006 - 09/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ellis De jesus is the right advisor for you? Invested Better is here to help.
