Jason Ellis

Jason Ellis, CFP®, ChFC®, CRPC™, ECA, SE-AWMA™, AAMS™, DBA, is a seasoned finance professional with extensive experience in financial consulting and education. Currently serving as a Workplace Financial Consultant at Fidelity Investments since October 2020, Jason also contributes as an Adjunct Faculty member at Southern New Hampshire University and as an Adjunct Professor at Maryville University Online. Previous roles include Financial Advisor at VALIC Financial Advisors, Inc., Retirement Planning Consultant at Transamerica, and Financial Consultant Partner at Charles Schwab. Jason's academic background includes a Doctor of Business Administration (DBA) in International Business from Walden University, an MBA in Business Management and Strategy from Western Governors University, and a Bachelor of Arts (BA) in Anthropology from the University of Connecticut.