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CFP
JE
CFP

Jaylon Ellison

Advisory Services Network
23 Years of Experience
Alpharetta, GA
View SEC Summary
View SEC Summary

Jaylon Ellison is a CFP-designated registered investment advisor at Advisory Services Network, based in Alpharetta, GA, with 23 years of industry experience. Jaylon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Alpharetta, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Advisory Services Network
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2015 - May 2020 · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2015 - May 2020 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - December 2015 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - December 2015 · 8 yrs 10 mos
American General Securities IncorporatedBroker
July 2003 - January 2007 · 3 yrs 6 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
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