Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™
111 South High Street, Warsaw, IN 46580
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
111 S High St, Warsaw, IN 46580, United States
About the Business
Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™ is a reputable finance institution located at 111 South High Street in Warsaw, Indiana, United States. Specializing in financial planning and investment management, Jason B Ellis is a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™) who provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™ is dedicated to providing top-notch financial services to individuals and families in the Warsaw area.
Reviews
"My husband and I have been clients of Jason’s for several years now. He speaks in terms that are easy to understand and we definitely know he is looking out for our best interest. We appreciate his availability to answer questions or to meet with us. Our investments with Jason have done well and we are grateful that he has helped us provide for our children’s futures. We highly recommend Jason!"
"Jason has managed my portfolio for several years now and I am very happy with the relationship we have built. Jason is very transparent and doesn't withhold any information from me, I have learned a lot from him. I moved away from Indiana over five years ago but decided to stick with Jason because him and Brenda are a very responsive, trustworthy team. He is always willing to hop on the phone/video chat with any questions I have. He doesn't force anything on me, simply states the facts, his beliefs, his advice and we go from there. I have long term financial goals -and with Jason's help, I believe I will reach them."
"Jason is the first advisor I’ve ever worked with who truly got to know and cared about not only my current financial needs, but the long term needs of my family as well. He’s tremendous and I couldn’t see working with anyone else. He’ll work hard every day for me like I’m his only client, and that’s all that I can ask for. Great service!"
"I'm not sure there is a financial advisor that cares more about his clients than Jason Ellis. Anytime I need anything, whether I have a simple question or a long term strategy I need to discuss, I know that Jason is just a phone call away and ready to help out with all my needs. He's open and honest and never hesitates to tell me if we should be looking at a specific option or strategy. If you need someone to help manage your investments, Jason is the only person I would recommend for someone to call."
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