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Edward Jones - Ivan Ellis, Financial Advisor

Edward Jones - Ivan Ellis, Financial Advisor

 
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Finance & Insurance >> Finance & Insurance & Lending >> Financial & Investment Services

Edward Jones - Ivan Ellis, Financial Advisor

11618 Clayton Blvd
Clayton, NC 27520 | View on Google Maps
Ivan  Ellis Ivan Ellis
(919) 879-8974 | 9198808323

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Ivan Ellis – Financial Advisor in Clayton, North Carolina | Edward Jones

Planning for the future feels overwhelming-but you don't have to do it alone. As a financial advisor with Edward Jones, I help individuals and families in Wake County and Johnston County build personalized financial strategies based on trust, transparency and long-term success in mind. My client first approach ensures that your financial strategy is tailored to your goals, values and unique needs.

How can I help you?

Many people have questions about their financial future such as:

Am I saving enough for retirement?

How should I invest in today's market?

What's the best way to grow and protect my wealth?

How much does a financial advisor cost?

The costs of working with our team is based on goals and strategies we implement together. At Edward Jones, we believe in transparency, and I'll walk you through all costs upfront so you can make informed decisions with confidence.

Financial success isn’t just about numbers – it's about making decisions that align with what matters most to you. Whether you're a young adult looking to build wealth early, a mid-career professional growing your portfolio or a senior managing your retirement income, I provide clear, reliable guidance every step.

Let's start the conversation. Contact me today to schedule a consultation!

Together In Partnership,

Ivan

Products and Services
Retirement and College Savings Business Owners Wealth Strategies Investments Insurance Annuities Cash and Credit
Member Since: 2023
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 (Date: 8/17/2025)
 

 

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  • Investment (Membership)
    • Invest in CCOC
    • Investor Benefits
    • Investor Directory
    • Investor Login
  • Initiative Based Programs of Work
    • Education >
      • INSPIRE
      • Student to Entrepreneur Program (STEP)
      • Super Star Teacher
    • Workforce Development >
      • JOCO Works
      • Size Up Johnston County
      • Job Board
    • Economic Development >
      • Launch JOCO
    • Business Advocacy >
      • Legislative Agendas
      • State Capitol Visit
    • BRIDGE / DEI
  • Ambassadors
  • Business Building Resources
  • Events
    • CCOC Calendar
    • Community Calendar
    • Annual Events
    • Monthly Events
  • News
    • Podcast
    • Newsletter
    • Investor Spotlight
    • CCOC YouTube
    • Cash Mob
  • About Us
    • Our Story
    • Our Leadership
    • Our Team
    • Committees
    • Partners
    • Contact