Jennifer Garrett has been an investment adviser representative at Ellis Investment Partners since March 2013, and is not listed among the firm’s executive officers or direct owners. Jennifer Garrett holds a BA in Economics from Drew University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Jennifer A. Garrett is Senior Portfolio Manager of Ellis Investment Partners, LLC, where she develops investment policy, including asset allocation strategies for high-net-worth individuals and institutions, and is a member of the Ellis Investment Committee. Before joining Ellis, she served as Senior Portfolio Manager at Capital Management Services, Inc. from 2006 until March 2013 and earlier spent 17 years at CCA and its predecessors as Partner and Senior Portfolio Manager.
Jennifer Garrett’s longest registration is the current one, 13 years at Ellis Investment Partners since 2013. Before joining Ellis Investment Partners in 2013, Jennifer Garrett was registered through Capital Management Services Inc and Conservest Capital Advisors Inc.
- – present · 13 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 6 yearsWayne, PA · Adviser representative · Firm CRD 105903
- Conservest Capital Advisors Inc– · 11 yearsWynnewood, PA · Adviser representative · Firm CRD 111353
Professional designations
Listed by Ellis Investment Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jennifer Garrett is registered as an investment adviser representative in Pennsylvania, since March 2013.
- PennsylvaniaSince 11 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2008 |
| Series 24 | General Securities Principal Examination | 14 December 2007 |
| Series 7 | General Securities Representative Examination | 20 March 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer Ann Garrett
- CRD
- 1628496
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- January 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Jennifer Garrett work?
Jennifer Garrett is an investment adviser representative registered through Ellis Investment Partners, LLC since March 2013, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Garrett a financial advisor?
Yes. Jennifer Garrett has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since March 2013.
How many years of experience does Jennifer Garrett have?
Jennifer Garrett has 31 years in the financial industry, since January 1995, across 3 adviser firms.
What exams has Jennifer Garrett passed?
Jennifer Garrett has passed 4 licensing exams: the Series 65, Series 7, Series 24 and Series 63. The earliest, the Series 65, was passed in April 1993.
Where did Jennifer Garrett work before Ellis Investment Partners?
Before Ellis Investment Partners, Jennifer Garrett was registered through Conservest Capital Advisors Inc, February 1994 to November 2005.
Where is Jennifer Garrett based?
Jennifer Garrett’s registered office is in Berwyn, PA.
Is Jennifer Garrett registered with FINRA?
No. Jennifer Garrett has no current broker registration.
Is Jennifer Garrett a CFA charterholder?
Ellis Investment Partners lists Jennifer Garrett with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Jennifer A. Garrett biography, ellisinvestmentpartners.com
How can I verify Jennifer Garrett’s record?
Search CRD 1628496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Garrett’s full registration record.
