Andrea
Ellis

Jmg Financial Group LTD

CRD#5193470
Investment Advisor
in Hilliard, OH

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About this Advisor

Andrea Ellis is a financial advisor based in Hilliard, Ohio, working with Jmg Financial Group LTD. Andrea has previously held positions at Pruco Securities, LLC, The Prudential Insurance Co. Of America, Jmg Financial Group, LTD, and Budros, Ruhlin & Roe, Inc. Andrea is registered to provide services in Illinois and Ohio. Currently, Andrea is part of Jmg Financial Group LTD, which operates out of Hilliard, Ohio. The firm has 3 offices and 63 employees. The firm manages assets totaling $5.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jmg Financial Group LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Hilliard, OH

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Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$5,415,853,000

OH Average: $6,674,516,078
Total Number of Employees

63

OH Average: 44
Total Number of Accounts

5,079

OH Average: 2,564
Average Account Size

$1,066,323

OH Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrea Ellis Work History

2022 - Present (2 years)

Jmg Financial Group, LTD

2021 - 2022 (1 year)

Pruco Securities, LLC

2021 - 2022 (1 year)

The Prudential Insurance Co. Of America

1999 - 2021 (22 years)

Budros, Ruhlin & Roe, Inc

1999 - 2021 (22 years)

Budros, Ruhlin & Roe, Inc

Disclosures

Please visit the SEC profile of Andrea Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jmg Financial Group LTD

Timothy Stringer
Downers Grove, IL
Stephen Gaul
Downers Grove, IL
Jacob Stanczyk
Milwaukee, WI
Brett Ludwig
Maple Grove, MN
William Alexander
Downers Grove, IL
Ryan Sherman
Downers Grove, IL
Justin Lesch
Downers Grove, IL
Jaclyn Garcia
Downers Grove, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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