Pennsylvania Office

Jim Ellis

Wealth Manager

Born in Altoona, PA James Ellis is a native of Central Pennsylvania. After graduating from Hollidaysburg Area Senior High School in 1989, Jim attended the College of William & Mary in Virginia, where he achieved a dual major in both Economics and Russian Area Studies, with junior year studies in what was then Leningrad. Jim graduated as part of William & Mary’s 300th Anniversary.

After years of managing the European distribution of Items International/AIRWALK, Jim Ellis transitioned into Financial Services in 1998, and opened the first office of Edward Jones on Allegheny Street in Hollidaysburg. Jim’s transition to the Equity Concepts family of businesses occurred in May of 2006, when he discovered a financial firm that was focused on an objective financial process versus the industry- wide standard of selling financial products. Jim Ellis specializes in managing the complex needs of approximately 300 families, trusts and institutions within Central Pennsylvania and across numerous states. Jim holds the following Financial Industry Regulatory Authority (FINRA) licenses; Series 7, Series 63 & 65 and is licensed in 10 states. Jim is a partner at Seltzer Financial Strategies.

The son of a local contractor, Jim has extensive ties to the Central Pennsylvania community. He is involved with the Chamber of Commerce and attends the First Church of Christ on Good Sheppard Road in Altoona. Jim has 3 children, ages 5, 16 and 18, with his oldest attending Penn State as a freshman. In his free time, Jim enjoys the outdoors with his family, believing that Central Pennsylvania offers some of the most beautiful scenery around.


Jim's Wealth Advisory Board