Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™

Dec 2019

Jason has managed my portfolio for several years now and I am very happy with the relationship we have built. Jason is very transparent and doesn't withhold any information from me, I have learned a lot from him. I moved away from Indiana over five years ago but decided to stick with Jason because him and Brenda are a very responsive, trustworthy team. He is always willing to hop on the phone/video chat with any questions I have. He doesn't force anything on me, simply states the facts, his beliefs, his advice and we go from there. I have long term financial goals -and with Jason's help, I believe I will reach them.

Dec 2019

My husband and I have been clients of Jason’s for several years now. He speaks in terms that are easy to understand and we definitely know he is looking out for our best interest. We appreciate his availability to answer questions or to meet with us. Our investments with Jason have done well and we are grateful that he has helped us provide for our children’s futures. We highly recommend Jason!

Dec 2019

I'm not sure there is a financial advisor that cares more about his clients than Jason Ellis. Anytime I need anything, whether I have a simple question or a long term strategy I need to discuss, I know that Jason is just a phone call away and ready to help out with all my needs. He's open and honest and never hesitates to tell me if we should be looking at a specific option or strategy. If you need someone to help manage your investments, Jason is the only person I would recommend for someone to call.