Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Ellison is a financial advisor who has been in the industry since 1995. Jennifer has worked at Cerity Partners LLC since 2021. Jennifer also works at Cerity Partners Retirement Plan Advisors, also since 2021. Jennifer is registered in California as an Investment Advisor Representative. Jennifer is a Chartered Financial Analyst. Jennifer provides financial planning services to individuals, businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Jennifer has a current professional affiliation with the PIMCO RIA Advisory Board.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/03/2021 - Present
Cerity Partners LLC (REDWOOD CITY CA)
MO
03/08/2000 - 11/29/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
02/21/1995 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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