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Jon Curtis Ellison

GREATER SUM VENTURES CAPITAL, LLC·KNOXVILLE, Tennessee
Clean recordGREATER SUM VENTURES CAPITAL, LLC
2035 LAKESIDE CENTRE WAY, KNOXVILLE, TN 37933CRD# 7079560Firm CRD# 300858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon Curtis Ellison · KNOXVILLE, TN
Registration
CRD #7079560 · GREATER SUM VENTURES CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon Curtis Ellison is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with GREATER SUM VENTURES CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREATER SUM VENTURES CAPITAL, LLC
GREATER SUM VENTURES CAPITAL, LLC
AUM
Regulatory assets under management
Employees
40
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7079560
Firm CRD# 300858
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Curtis Ellison offer?
Jon Curtis Ellison specializes in Retirement Planning. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Jon Curtis Ellison's credentials?
Jon Curtis Ellison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Curtis Ellison located?
Jon Curtis Ellison is based in KNOXVILLE, Tennessee, working with GREATER SUM VENTURES CAPITAL, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Jon Curtis Ellison charge for services?
Jon Curtis Ellison's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREATER SUM VENTURES CAPITAL, LLC?
GREATER SUM VENTURES CAPITAL, LLC has approximately 40 employees. The firm is registered with the SEC as an investment adviser.
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