Jessica Anne Ellis
Investment adviser representative at Alliance Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$552MFirm assets
5 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
- Seminars and workshops
Experience
10 years in the industry.
- Alliance Wealth Advisors, LLCMay 2024 to now
- Nibley CityMay 2024 to Aug 2024
- Adams Wealth AdvisorsAug 2023 to May 2024
- Charles SchwabJun 2023 to Jul 2023
- Adams Wealth AdvisorsOct 2022 to May 2023
- ChrysalisMay 2022 to Oct 2022
- UnemployedSep 2020 to May 2022
- Ashley ManorMay 2020 to Sep 2020
- Mcdonald'sSep 2019 to Apr 2020
- YmcaMay 2017 to Aug 2019
- UnemployedOct 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Alliance Wealth Advisors, LLC
$552MAssets managed
770Clients
12Advisers
5 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
- 7739310
- Firm CRD
- 314668