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Kelly E

Series 66

Canton, GA

Edward Jones

Kelly Ellis is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kelly worked in healthcare-related roles including positions at Stout Healthcare, Georgia Luna Care Physical Therapy, Wellstar Health System, and Aegis Therapies/Sava Senior Care. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Matthew E

Series 66

Canton, GA

Edward Jones

Matthew Ellis is a Series 66-licensed financial advisor with Edward Jones in Canton, GA, where he has worked since 2008, accumulating 18 years of industry experience. He operates an LLC related to real estate outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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