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James Patteson Ellerson

THE ELLERSON GROUP INC·ANNAPOLIS, Maryland
Series 7, Series 63, Series 65Clean record4 years registeredTHE ELLERSON GROUP INC
415 FOURTH STREET, ANNAPOLIS, MD 21403CRD# 1105629Firm CRD# 106658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Patteson Ellerson · ANNAPOLIS, MD
Registration
CRD #1105629 · THE ELLERSON GROUP INC · 4 years registered
Brand Profile
Not yet started
01

Career History

THE ELLERSON GROUP INC
May 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 24, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE ELLERSON GROUP INC
CRD 106658 · SEC 801-48299
AUM
$234M
Regulatory assets under management
Employees
2
104 client accounts
Services offered by THE ELLERSON GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE ELLERSON GROUP INC →
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05

Frequently Asked Questions

What services does James Patteson Ellerson offer?
James Patteson Ellerson specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are James Patteson Ellerson's credentials?
James Patteson Ellerson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patteson Ellerson located?
James Patteson Ellerson is based in ANNAPOLIS, Maryland, working with THE ELLERSON GROUP INC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does James Patteson Ellerson charge for services?
James Patteson Ellerson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ELLERSON GROUP INC?
THE ELLERSON GROUP INC has approximately 2 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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