Jessica Lynne Ellyson
Advisor at Mariner — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
4 years
Location
Vancouver, WA
Mariner
Enterprise
Clients per advisor
56 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighJessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.
Based on Mariner
Based on Mariner
Fixed fees for financial planning and consulting services, fixed fees for tax services, minimum quarterly fee $1,875
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Commission-based compensation for insurance products and brokerage through affiliated broker-dealer MSEC LLC
Hourly rates for consulting and tax preparation services, specific rates negotiable/not specified
Account minimum: $100,000 Minimum fee: Quarterly minimum fee of $1,875
Vancouver, WA
Vancouver WA
Advisors at this office
2
Washington
4 years of industry experience
Mariner
2026 - Present • 1 year
Overland Park, KS
Ep Wealth Advisors
2021 - 2026 • 5 years
Torrance, CA
UnEMPLOYED
2021 - 2021 • 1 year
Vancouver, WA
Northwestern mutual
2020 - 2021 • 1 year
Vancouver, WA
UnEMPLOYED
2020 - 2020 • 1 year
Vancouver, WA
Umpqua Bank
2014 - 2020 • 6 years
Vancouver, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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