John J. Ellis Jr.

John Jr. is a 3rd generation LPL Financial Advisor at Ellis Financial Group. His Series 7 and 66 licenses are held through LPL Financial. His primary roles include oversight of the firm's client technology tools and generating detailed investment reports to present in client review meetings. John regularly researches the wide variety of investment platforms and models that are available to his firm and strategizes on best practice. As a CFP® professional, John Jr. follows a fiduciary standard. Previous to his job at Ellis Financial Group, John worked at RBC Capital Markets in an operations role assisting financial advisors. He also worked in Los Angeles as a broker in the commercial leasing industry. He graduated from The University of Colorado, Boulder in 2016 with a Bachelors in Finance and a certificate in Entrepreneurial studies. In his free time John enjoys surfing, fishing and playing golf.