WE
WE

Wesley Ellwood

4 Years of Experience
Blue Springs, MO
Broker

Wesley Ellwood is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Blue Springs, MO, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

3301 SW Highway 7, Suite A, Blue Springs, MO, 64014

Get directions

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.

Learn about disclosures →
Other Business Activities

Wesley is an associate/employee of Ellwood Investments LLC, a support company where his father provides compensation for his role as a support person and financial advisor. This takes about half of Wesley's time, including about 10-20% of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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.