Jaylon Ellison
4P Wealth Trust
6600 Peachtree Dunwoody Road
Embassy Row 600 St 575
Atlanta, GA 30328
2565910939
About 4P Wealth Trust
4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty.
You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
2-4
CRD#
4572920
Firm CRD#
146051
Insurance License#
304069
Name of Custodial Firm
Fidelity Investments
States Licensed in
Alabama, Georgia, Tennessee, Florida
Years of Experience in Financial Services
24
Number of Years with Current Firm
4
Work Experience
AIG Financial Group Merrill Lynch Wells Fargo Advisors Advisory Services Network, LLC
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AIF®
Securities Licenses
Series 7, Series 63, Series 65, Series 66
Firm Information
Firm's Number of Clients
60
Firm's Number of Planning Clients
35
Firm's Number of Managed Clients
55
Assets Managed by Firm
70,000,000
Advisor's Number of Clients
55
Advisor's Number of Managed Clients
55
Advisor's Number of Planning Clients
40
Assets Managed by Advisor
70,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
Schedule
Hourly Rate
$250
Additional Details on Charges
Please reach out to Jaylon to discuss the fee schedule for all clients.
Minimum Fee Charged for Managed Accounts
$5000
Minimum Fee Charged for Hourly Planning Accounts
$250
Education
Bachelors of Science - Business Management Accounting
Jacksonville State University
09/02/1996 -05/15/2001
School of Business - Financial Planning
Wake Forest School of Business
11/27/2015 -12/07/2018
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890886/rothira-4P-Wealth-Trust-detailed-disclosure.html