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
2020.05 - 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
2015.11 - 2020.05
- 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
2008.12 - 2015.11
- 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 Carolina2019-09
Bachelor of Arts - Business Management
Jacksonville State University
Jacksonville, AL2001-05
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
2020.05 - Current
Senior Financial Advisor
Wells Fargo Advisors
2015.11 - 2020.05
Senior Vice President
Merrill Lynch
2008.12 - 2015.11
Bachelor of Arts - Financial Planning
Wake Forest
Bachelor of Arts - Business Management
Jacksonville State University