Ellisor Wealth Management, a Private Wealth Advisory practice of SEC-registered Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543), operates its Clay County consultation office at 414 Old Hard Road, Suite 102 in Fleming Island, Florida (32003). Led by Private Wealth Advisor James Allan Ellisor, CFP® (CRD #4072945, registered since 1999) and Financial Advisor Rose Mary Ellisor (CRD #6470745), the multi-advisor practice provides Fleming Island, Eagle Harbor, Green Cove Springs, and Penney Farms retirees with CFP® fiduciary retirement income planning, tax-diversified withdrawal strategies, military and civil-service pension integration, long-term care and life insurance analysis, and multi-generational estate transfer planning.
Official Verification Sources: SEC IAPD Individual Profile — James Allan Ellisor, CFP® (CRD #4072945); SEC IAPD Individual Profile — Rose Mary Ellisor (CRD #6470745); Ellisor Wealth Management — Ameriprise Financial Official Practice Page
Issuer: CFP Board / SEC / FINRA
Notes: Led in Fleming Island by Private Wealth Advisor James Allan Ellisor, CFP® (CRD #4072945) and Financial Advisor Rose Mary Ellisor (CRD #6470745) at 414 Old Hard Rd, Suite 102, Fleming Island, FL 32003.
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-28543; fiduciary investment advisory programs offered through Ameriprise Financial Services, LLC.
Factual details and direct answers about Ellisor Wealth Management (Ameriprise Private Wealth Advisory Practice)'s services, licensing, and credentials.
What credentials do the advisors at Ellisor Wealth Management in Fleming Island hold?
Private Wealth Advisor James Allan Ellisor (CRD #4072945) holds the Certified Financial Planner™ (CFP®) certification and has over 25 years of advisory experience, practicing alongside Financial Advisor Rose Mary Ellisor (CRD #6470745) under SEC-registered Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543).
How does Ellisor Wealth Management help Fleming Island and Green Cove Springs seniors plan for healthcare and senior living expenses?
The team models long-term retirement cash flow against inflation and healthcare costs, helping Clay County families evaluate hybrid life/long-term care coverage, VA Aid & Attendance coordination, and entrance-fee or monthly rental reserves for Penney Retirement Community and Allegro Fleming Island.
Where is Ellisor Wealth Management's Fleming Island office located?
Their Clay County office is located at 414 Old Hard Road, Suite 102, Fleming Island, Florida 32003, just off County Road 220 near the Fleming Island Plantation and Eagle Harbor neighborhoods.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.