Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™ - Warsaw, Indiana

Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™

Jason B Ellis, CFP®|AAMS™, es un asesor financiero independiente de Edward Jones, con sede en Warsaw, IN. Su dirección es: 111 S High St, Warsaw, IN 46580. Puede contactarlo por teléfono al 574-267-2914 o visitar su sitio web en edwardjones.com.

Especialidades

Jason Ellis se especializa en asesoramiento financiero, brokering de acciones y servicios de inversión.

Otras características del negocio

Este negocio ofrece una variedad de servicios, incluyendo:

• Acceso a un estacionamiento accessible para sillas de ruedas
• Restaurante accessible para sillas de ruedas
• Apuntalamientos recomendados

Opiniones

Jason Ellis ha recibido opiniones muy positivas de sus clientes. Se ha desempeñado como asesor financiero para varias familias durante varios años, ayudándoles a planificar y alcanzar sus objetivos financieros. Sus clientes lo elogian por su capacidad para explicar conceptos financieros de manera clara y sencilla, y por su compromiso con la atención al cliente.

Media de opinión

La media de opinión de Jason Ellis se sitúa en 5/5 estrellas, reflejando su alto nivel de satisfacción entre sus clientes.

👍 Reviews of Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™

Brandon L.

5/5

Jason has been managing my portfolio for the past 5 years and I have been beyond satisfied with my experience. He is very easy to work with and well in tune with the markets.

Laura R.

5/5

My husband and I have been clients of Jason’s for several years now. He speaks in terms that are easy to understand and we definitely know he is looking out for our best interest. We appreciate his availability to answer questions or to meet with us. Our investments with Jason have done well and we are grateful that he has helped us provide for our children’s futures. We highly recommend Jason!

Collin C.

5/5

Jason has managed my portfolio for several years now and I am very happy with the relationship we have built. Jason is very transparent and doesn't withhold any information from me, I have learned a lot from him. I moved away from Indiana over five years ago but decided to stick with Jason because him and Brenda are a very responsive, trustworthy team. He is always willing to hop on the phone/video chat with any questions I have. He doesn't force anything on me, simply states the facts, his beliefs, his advice and we go from there. I have long term financial goals -and with Jason's help, I believe I will reach them.

Ben K.

5/5

I'm not sure there is a financial advisor that cares more about his clients than Jason Ellis. Anytime I need anything, whether I have a simple question or a long term strategy I need to discuss, I know that Jason is just a phone call away and ready to help out with all my needs. He's open and honest and never hesitates to tell me if we should be looking at a specific option or strategy. If you need someone to help manage your investments, Jason is the only person I would recommend for someone to call.

Jeff V.

5/5

Jason is the first advisor I’ve ever worked with who truly got to know and cared about not only my current financial needs, but the long term needs of my family as well. He’s tremendous and I couldn’t see working with anyone else. He’ll work hard every day for me like I’m his only client, and that’s all that I can ask for. Great service!