Jennifer Ellison has been Chief Compliance Officer of Fellowship Financial Planning since February 2024, is not listed as a control person, but directly owns under 5% of the firm.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
No adviser firm registrations are on Jennifer Ellison’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 2008 |
| Series 7 | General Securities Representative Examination | 17 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Josianne Ellison
- CRD
- 5063132
- Firm
- Fellowship Financial Planning · CRD 330347
- Role
- Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Ellison work?
Jennifer Ellison has been Chief Compliance Officer of Fellowship Financial Planning, LLC since February 2024.
Does Jennifer Ellison have a current investment-adviser registration?
Jennifer Ellison has no current investment-adviser or broker registration.
What exams has Jennifer Ellison passed?
Jennifer Ellison has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 2007. FINRA credited Jennifer Ellison with the SIE, which began in October 2018.
Is Jennifer Ellison registered with FINRA?
No. Jennifer Ellison has no current broker registration.
How can I verify Jennifer Ellison’s record?
Search CRD 5063132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Ellison’s full registration record.