Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patteson Ellerson is an investment advisor representative with The Ellerson Group Inc. James has been in the industry since 1983. The Ellerson Group Inc. is an investment advisory firm that primarily serves high-net-worth individuals and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MD
01/02/2025 - Present
THE Ellerson Group Inc. (ANNAPOLIS MD)
VA
04/21/1997 - 07/03/2000
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
NA
05/25/1983 - 03/03/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 03/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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