Julia Mclean Ellisor
Investment adviser representative at Madison Partners
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Madison PartnersApr 2026 to now
- Openarc Corporate Advisory, LLCOct 2025 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to Oct 2025
- UnemployedOct 2020 to Mar 2021
- Equitable Advisors, LLCSep 2019 to Oct 2020
- AXA Advisors LLCAug 2019 to Jan 2020
- UnemployedMay 2019 to Aug 2019
- Gateway Mortgage Group LLCMay 2018 to Aug 2018
- University of AlabamaAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Madison Partners
Legal name: Madison Wealth Partners, Inc.
$1.3BAssets managed
2,077Clients
42Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7176558
- Firm CRD
- 305824