John J. Ellis Jr.
Wealth Advisor, CFP®
John Jr. is a third-generation LPL Financial Advisor at Ellis Financial Group. His Series 7 and Series 66 registrations are held through LPL Financial. His primary responsibilities include overseeing the firm's client technology tools and preparing detailed investment reports for client review meetings. John also researches the wide variety of investment platforms and portfolio models available to the firm while helping develop best practices for client service and operations.
As a CFP® professional, John adheres to a fiduciary standard and is committed to acting in his clients' best interests. Prior to joining Ellis Financial Group, John worked at RBC Capital Markets in an operations role supporting financial advisors. He also worked in Los Angeles as a broker in the commercial leasing industry.
John graduated from the University of Colorado Boulder in 2016 with a Bachelor's degree in Finance. Outside of work, he enjoys surfing, fishing, and playing golf.