Jeffrey Ellson
Jeffrey Ellson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tulsa, OK, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10051 South Yale Avenue, Suite 203, Tulsa, OK, 74137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the CEO of the Jack Richardson Foundation, a non-profit organization, since 2018. He serves as an investment advisor and chooses donation recipients, dedicating a few hours per week to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.