Brian
Ellis
The J. Arnold Wealth Management Co., LLC
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About this Advisor
Brian Ellis is a financial advisor operating in Youngstown, Ohio with 6 years of industry experience. Ellis is on the advisory team at The J. Arnold Wealth Management Co., LLC. Their career trajectory has included roles at Investacorp, Inc, Ellis Wealth Management/Ellis Financial Services, Essex Securities, LLC and The J. Arnold Wealth Management Co. Ellis has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Ohio. The J. Arnold Wealth Management Co., LLC is a registered investment company operating out of Youngstown, OH. The firm has a total of seven employees. It has $255 million in assets between its 1,750 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 1,750 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The J. Arnold Wealth Management Co., LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. However, fees charged by The J. Arnold Wealth Management Co., LLC can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The J. Arnold Wealth Management Co., LLC Brokerage Details
$255,279,984
7
1,750
$145,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Ellis Work History
Brian has been registered as a financial advisor for 6 years.*
Ellis Wealth Management/Ellis Financial Services
Essex Securities, LLC
The J. Arnold Wealth Management Co
Investacorp, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian 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 The J. Arnold Wealth Management Co., LLC
Youngstown, OH
Palm Beach Gardens, FL
Youngstown, OH
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