PENNSYLVANIA OFFICE

Jim Ellis

Wealth Manager
PENNSYLVANIA OFFICE

Jim Ellis

Wealth Manager

Jim Ellis is a partner of Seltzer Financial Strategies, LLC, located in Altoona, Pennsylvania. Born in Altoona, Pennsylvania, 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. He 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 2006 when he discovered a financial firm focused on an objective financial process versus the industry-wide standard of selling financial products. Jim 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, 63 and 65 and is licensed in 22 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 Shepherd Road in Altoona. Jim has three children, 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 Team

David Neumann

Wealth Manager

William Saunders, CFP®

Chief Relationship Builder

Amy Seltzer

Wealth Manager

Becky Stevens

Wealth Manager

Danielle Marino

Strategic Associate

Trisha Talerico

Senior Strategic Associate

Call Now Button