Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Ellena is a financial advisor and Certified Financial Planner™ professional with over 10 years of experience in the industry. Jeff is currently registered with Creative Planning, where they specialize in providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Jeff has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., Morgan Stanley Smith Barney, Chase Investment Services Corp., and WAMU Investments, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
08/29/2023 - Present
Creative Planning (San Diego CA)
CA
07/27/2016 - 09/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
CA
08/09/2011 - 07/19/2016
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
06/10/2010 - 06/28/2011
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
05/02/2009 - 04/07/2010
CHASE INVESTMENT SERVICES CORP. (SOLANA BEACH CA)
CA
12/25/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SOLANA BEACH CA)
BOTH
Issued 07/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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