Jaylon Ellison, CFP ®, AIF ®
Alpharetta
Summary
Experienced Chief Investment Officer with extensive experience at Merrill Lynch, excelling in risk assessment and client relationship management. Successfully optimized portfolio management processes, enhancing returns through strategic investment analysis. Proven ability to align financial strategies with client goals, ensuring optimal asset allocation and delivering tailored solutions for diverse financial needs.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Chief Investment Officer
4P Wealth Trust
Atlanta
05.2020 - Current
- Optimized portfolio management processes by implementing best practices across all divisions within organization.
- Profiled and analyzed investment solutions to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Senior Financial Advisor
Wells Fargo Advisors
St Louis
11.2015 - 05.2020
- Created customized portfolio reports for each client outlining current holdings and future projections of returns.
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
Senior Vice President
Merrill Lynch
Raleigh
12.2008 - 11.2015
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Advised clients on advantages and disadvantages of different product decisions in alignment with individual needs.
Education
Bachelor of Arts - Financial Planning
Wake Forest
North Carolina09-2019
Bachelor of Arts - Business Management
Jacksonville State University
Jacksonville, AL05-2001
Skills
- Risk assessment
- Asset allocation
- Client relationship management
- Portfolio management
- Investment analysis
- Financial strategy
Certification
- Certified Financial Planner
- Accredited Investment Fiduciary
Timeline
Chief Investment Officer
4P Wealth Trust
05.2020 - Current
Senior Financial Advisor
Wells Fargo Advisors
11.2015 - 05.2020
Senior Vice President
Merrill Lynch
12.2008 - 11.2015
Bachelor of Arts - Financial Planning
Wake Forest
Bachelor of Arts - Business Management
Jacksonville State University
Similar Profiles
Savanna ColemanSavanna Coleman
Data Entry Clerk at US Bank | Wealth Management | Trust And TaxData Entry Clerk at US Bank | Wealth Management | Trust And Tax
Danny ZichDanny Zich
Estate and Trust Specialist at Concentra Trust/Coastal Community Private Wealth GroupEstate and Trust Specialist at Concentra Trust/Coastal Community Private Wealth Group
MD. MASUM PARVEZMD. MASUM PARVEZ
Oracle Database Administrator at 4P Marketing Consultency CompanyOracle Database Administrator at 4P Marketing Consultency Company
Aaliyah KunthyAaliyah Kunthy
After School Teacher at Oglethorpe County SchoolsAfter School Teacher at Oglethorpe County Schools
Martha Adriana HerreraMartha Adriana Herrera
Whiskey Brand Ambassador at BLOOM AgencyWhiskey Brand Ambassador at BLOOM Agency