Jolyn Ellis
Jolyn Ellis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bountiful, UT, with 7 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
533 W 2600 S, Suite 210, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jolyn is a co-owner of MARVLS LLC, which owns the office condo for RJ Practice, and she spends minimal time on this. She is also the secretary of NuVista Wealth, Inc., a support company, and spends minimal time on this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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