Jason Ellis is a registered investment advisor at Strategic Advisers LLC, based in West Hartford, CT, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
West Hartford, CT
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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.
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Jason teaches courses at Southern New Hampshire University, Southwestern College, and Maryville University, dedicating about 10-20% of his time to these roles. He also owns rental property, is treasurer for Connecticut Harm Reduction Alliance, and is a member of the American College for Financial Planning's Nextgen Task Force.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Santander Securities
Santander Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations51 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.