Jennifer Garrett
Ellis Investment Partners · Berwyn, Pennsylvania
Jennifer Garrett is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania, who holds the CFA credential. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jennifer →
Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 1628496 |
| Exams passed | Series 63 (2008) · Series 65 (1993) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.ellisinvestmentpartners.com |
How Jennifer's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
Is Jennifer Garrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Ellis Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Garrett based?
Jennifer Garrett is based in Berwyn, Pennsylvania.
What credentials does Jennifer Garrett hold?
Jennifer Garrett holds the CFA credential.
Is Jennifer Garrett registered with the SEC?
Yes. Jennifer Garrett is registered as an investment adviser representative in PA (CRD 1628496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellis Investment Partners manage?
Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.
How do I contact Jennifer Garrett?
Through Jennifer's website, www.ellisinvestmentpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.