Unclaimed Profile

Jason M. Ellis

VISION RETIREMENT, LLC·RIDGEWOOD, New Jersey

SIE, Series 7, Series 24, Series 31, Series 63, Series 65ChFCClean record24 years registeredVISION RETIREMENT, LLC

216 EAST RIDGEWOOD AVENUE, RIDGEWOOD, NJ 07450CRD# 3274072Firm CRD# 173064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason M. Ellis · RIDGEWOOD, NJ

Registration

CRD #3274072 · VISION RETIREMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jun 2020 – present

VISION RETIREMENT

Nov 2014 – Jun 2020

RIDGEWOOD, NJ

LPL FINANCIAL LLC

Apr 2009 – Nov 2018

RIDGEWOOD, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2002 – Apr 2009

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · May 1, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION RETIREMENT, LLC

CRD 173064 · SEC 801-126524

AUM

$142M

Regulatory assets under management

Employees

620 client accounts

Services offered by VISION RETIREMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISION RETIREMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jason M. Ellis offer?

Jason M. Ellis specializes in Financial Planning, Investment Management. Contact their office in RIDGEWOOD, New Jersey for a consultation.

What are Jason M. Ellis's credentials?

Jason M. Ellis holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason M. Ellis located?

Jason M. Ellis is based in RIDGEWOOD, New Jersey, working with VISION RETIREMENT, LLC. Their office serves clients in the RIDGEWOOD metropolitan area and surrounding communities.

How does Jason M. Ellis charge for services?

Jason M. Ellis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISION RETIREMENT, LLC?

VISION RETIREMENT, LLC has approximately 14 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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