Jessica Lynne Ellyson
Investment adviser representative at Mariner
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- MarinerAug 2026 to now
- Ep Wealth AdvisorsNov 2021 to Aug 2026
- UnemployedMar 2021 to Oct 2021
- Northwestern MutualSep 2020 to Feb 2021
- UnemployedApr 2020 to Jun 2020
- Umpqua BankOct 2014 to Feb 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7296231
- Firm CRD
- 140195