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Jessica Elise Eller

Tolleson Private Wealth Management

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About Jessica Elise Eller

Jessica Elise Eller is a financial advisor at Tolleson Private Wealth Management. Jessica has been in the financial industry since November 2013. Jessica holds the Series 7, 63, and 66 licenses. Jessica is a Certified Financial Planner. Jessica has experience working with high-net-worth individuals, pooled investment vehicles, and charitable organizations. Jessica also specializes in investment due diligence and monitoring, financial planning, and selection of other advisors.

Firm Information

Jessica Eller is currently registered with Tolleson Private Wealth Management. Tolleson Private Wealth Management is a Dallas, TX-based registered investment advisor with $8.2 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and investment due diligence and monitoring. Their client base includes high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Tolleson Private Wealth Management

5500 PRESTON ROAD

DALLAS, TX 75205

$8.22B

Assets Under Management

3

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment due diligence and monitoring

Investment due diligence and monitoring

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Eller’s Registration & Firm History

TX

01/20/2022 - Present

Tolleson Private Wealth Management (DALLAS TX)

TX

11/15/2013 - 07/30/2019

FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Elise Eller.
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