Jason Ellis, Financial Advisor

Financial Advisor
Jason B Ellis

CFP®, AAMS®
111 South High Street, Warsaw, IN 46580opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Manufacturing Professionals
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Hockey
  • Tennis
  • Traveling
  • Camping
  • Music

Team Members

  • Megan Zorn
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(574) 267-2914

Fax

(888) 222-4586

Office Address

111 South High Street
Warsaw, IN 46580opens in a new window

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