Jeremy Ellisor

  Financial Advisor

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Jeremy A. Ellisor, Sr. is a Financial Advisor for Commonwealth Financial Group based in Charleston, SC, where he specializes in helping medical and dental professionals, business owners, families and individuals reach their specific financial goals. He is committed to providing client centered, straight forward answers to address the needs and concerns of his clients.

While believing an advisor must earn the right to speak into a client?s life, Jeremy wants to help his clients learn to balance their financial and life goals. Jeremy helps manage client relationships through a team based approach. He and his team are able to offer both advice and implementation of ideas, providing access to a wide range of competitive financial products and services. Jeremy works in the areas of:

• Comprehensive Fee-based Financial Planning
• Risk Management, Asset Protection, and Liability Protection
• Debt Management
• Wealth Accumulation
• Tax-Favored Investment Strategies*
• Retirement Strategies
• Estate Planning *
• Practice Benefits Management
• Practice Exit Planning Strategies

Jeremy is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc., holding registrations in multiple states. His industry background and involvement includes FINRA series 7, series 6, series 63, and series 65 examinations. Before entering the financial services industry, Jeremy earned a Bachelor of Science in Civil Engineering from Clemson University, and subsequently built a career as an engineer and construction manager. Because of this passion for people and helping them protect their families while achieving their financial goals, he has been working with clients in the financial services industry since 2009.

Jeremy is a native of South Carolina, and is married to Kristy Ellisor. They live in Mount Pleasant, South Carolina with their son, Alexander, and daughter, Caroline. During his free time Jeremy enjoys golfing, spending time with his family, and spending time with his church, The Church at LifePark in Mount Pleasant, where he and his family are active members.

Commonwealth Financial Group is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses with which it works.

*This should not be considered as tax or legal advice. You should consult a qualified tax or legal professional regarding your individual situation. DOFU 3/22/2012 477867