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Jason Ellis

CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66

Member, NextGen Advisory Task Force

Dr. Ellis currently works as a financial consultant with Fidelity Investments and has over ten years of experience in the finance industry. He is responsible for assisting families and business owners as they develop financial plans to achieve their investment, retirement, and estate planning goals. He is a Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), Accredited Wealth Management Advisor® (AWMA®), Accredited Asset Management Specialist® (AAMS®), and Equity Compensation Associate (ECA).

Dr. Ellis earned his Doctor of Business and Administration in International Business from Walden University. He has earned an MBA in Management and Strategy from Western Governors University. He also received a Bachelor of Arts from the University of Connecticut.

In addition to his work as a financial consultant, Dr. Ellis teaches as an adjunct professor of business administration and financial management courses at the undergraduate and graduate levels at three universities. He serves as the treasurer for the Connecticut Harm Reduction Alliance, a non-profit organization dedicated to promoting the dignity and well-being of individuals and communities. He has also been named to the 50 Under 50 group by the Association of African American Financial Advisors and a 40 Under 40 group by the Hartford Business Journal.

Asset Allocation

Charitable Giving

Investments

Dr. Ellis currently works as a financial consultant with Fidelity Investments and has over ten years of experience in the finance industry. He is responsible for assisting families and business owners as they develop financial plans to achieve their investment, retirement, and estate planning goals. He is a Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), Accredited Wealth Management Advisor® (AWMA®), Accredited Asset Management Specialist® (AAMS®), and Equity Compensation Associate (ECA).

Dr. Ellis earned his Doctor of Business and Administration in International Business from Walden University. He has earned an MBA in Management and Strategy from Western Governors University. He also received a Bachelor of Arts from the University of Connecticut.

In addition to his work as a financial consultant, Dr. Ellis teaches as an adjunct professor of business administration and financial management courses at the undergraduate and graduate levels at three universities. He serves as the treasurer for the Connecticut Harm Reduction Alliance, a non-profit organization dedicated to promoting the dignity and well-being of individuals and communities. He has also been named to the 50 Under 50 group by the Association of African American Financial Advisors and a 40 Under 40 group by the Hartford Business Journal.

Asset Allocation

Charitable Giving

Investments