John Robert Ellison
Investment adviser representative at Ironwood Investment Counsel, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ironwood Investment Counsel, LLCJan 2021 to now
- UnemployedNov 2020 to Jan 2021
- Mccarthy Grittinger Financial Group LLCNov 2019 to Mar 2020
- Delafield Rivers GatewayMay 2018 to Nov 2020
- John Ellison Advisory Group, Ltd.May 2018 to Nov 2020
- The Waterfront Restaurant and TavernMar 2017 to May 2018
- StudentAug 2016 to Mar 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ironwood Investment Counsel, LLC
$1.8BAssets managed
554Clients
13Advisers
25 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
- 7993563
- Firm CRD
- 110623