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John Ellison Email & Phone Number
Senior Associate
at
Ironwood Investment Counsel
1 phone found
area 262
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate
Location
Scottsdale, Arizona, United States
Company size
Who is John Ellison? Overview
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Quick answer
John Ellison is listed as Senior Associate at Ironwood Investment Counsel, a company with 3 employees, based in Scottsdale, Arizona, United States. AeroLeads shows phone signal with area code 262 and a matched LinkedIn profile for John Ellison.
John Ellison previously worked as Investment Associate at Ironwood Investment Counsel and Financial Analyst/Paraplanner at John Ellison Advisory Group Ltd.. John Ellison holds Finance & Economics, Business Administration And Management, General from University Of Wisconsin-La Crosse.
Company email context
Email format at Ironwood Investment Counsel
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Ironwood Investment Counsel
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Profile bio
About John Ellison
John Ellison is a Senior Associate at Ironwood Investment Counsel. He possess expertise in leadership, presentation skills, writing, variance analysis, social media and 28 more skills.
Listed skills include Leadership, Presentation Skills, Writing, Variance Analysis, and 29 others.
Current workplace
John Ellison's current company
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Ironwood Investment Counsel
10 roles
John Ellison work experience
A career timeline built from the work history available for this profile.
Senior Associate
Current- Work directly with Portfolio Manager to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.
- Perform individual stock, ETF, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg
- Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar Direct
- Work… Show more
- Work directly with Portfolio Manager to implement and monitor target asset allocations manually or using rebalancing software (Tamarac)
- Review assigned portfolios to ensure alignment with client investment objectives
Jan 2024 - Present
Investment Associate
- Work directly with Portfolio Manager and Senior Associates to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.
- Perform individual stock, etf, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg
- Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar… Show more
- Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar Direct
- Work directly with Portfolio Manager and Senior Associate to implement and monitor target asset allocations manually or using rebalancing software (Tamarac)
- Review assigned portfolios to ensure alignment with client investment objectives
Jan 2021 - Jan 2024
Financial Analyst/Paraplanner
John Ellison Advisory Group Ltd.
- Schedule client appointments, update client financial plans, and handle client service requests
- Develop Morningstar principia pro investment product and portfolio client profiles for client reviews
- Analyze insurance, annuity, and investment products for investment, estate, and planning objectives
- Prepare client Money tree financial retirement plans and income tax planning reports, which includes review of social security and pension income taxation, trusts, retirement… Show more
- Prepare client Money tree financial retirement plans and income tax planning reports, which includes review of social security and pension income taxation, trusts, retirement portfolio, and estate plans
- Research life and disability insurance and profile alternative insurance products
May 2018 - Nov 2020
Property Manager
Delafield Rivers Gateway
- Conduct competitor research, manage pricing, and create flexible lease agreements
- Market to (on Craigslist and Facebook and website) tenants and screen and find tenants
- Manage maintenance, repairs, IT, budget and records, and collect rents
May 2018 - Nov 2020
Catering Assistant
Mar 2017 - May 2018
Internship
Nov 2017 - Apr 2018
Internship
1. Created business plan to start acquiring clients through natural market 2. basic knowledge about retirement plans, mutual funds, estate planning, prospecting, and annuities.
Sep 2017 - Dec 2017
Company Driver
May 2016 - Aug 2016
Valet
Jun 2011 - Aug 2015
Team & coworkers
Colleagues at Ironwood Investment Counsel
Other employees you can reach at indomulia.com. View company contacts for 3 employees →
BB
Bruce Bruce Williams
Colleague at Ironwood Investment CounselScottsdale, Arizona, United States, United States
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GS
Greg Stott
Colleague at Ironwood Investment CounselPhoenix, Arizona, United States, United States
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KW
Kami Whisler
Colleague at Ironwood Investment CounselScottsdale, Arizona, United States, United States
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Bruce Bruce Williams
Colleague at Ironwood Investment CounselScottsdale, Arizona, United States, United States
View →
GS
Greg Stott
Colleague at Ironwood Investment CounselPhoenix, Arizona, United States, United States
View →
KW
Kami Whisler
Colleague at Ironwood Investment CounselScottsdale, Arizona, United States, United States
View →
3 education records
John Ellison education
Finance & Economics, Business Administration And Management, General
Graduate Certificate, Investment Management
Sports Management, Business Administration And Management, General
FAQ
Frequently asked questions about John Ellison
Quick answers generated from the profile data available on this page.
What company does John Ellison work for?
John Ellison works for Ironwood Investment Counsel.
What is John Ellison's role at Ironwood Investment Counsel?
John Ellison is listed as Senior Associate at Ironwood Investment Counsel.
What is John Ellison's phone number?
AeroLeads has found 1 phone signal(s) with area code 262 for John Ellison at Ironwood Investment Counsel.
Where is John Ellison based?
John Ellison is based in Scottsdale, Arizona, United States while working with Ironwood Investment Counsel.
What companies has John Ellison worked for?
John Ellison has worked for Ironwood Investment Counsel, John Ellison Advisory Group Ltd., Delafield Rivers Gateway, The Waterfront Restaurant And Tavern, and Mutual Of Omaha.
Who are John Ellison's colleagues at Ironwood Investment Counsel?
John Ellison's colleagues at Ironwood Investment Counsel include Bruce Bruce Williams, Greg Stott, and Kami Whisler.
How can I contact John Ellison?
You can use AeroLeads to view verified contact signals for John Ellison at Ironwood Investment Counsel, including work email, phone, and LinkedIn data when available.
What schools did John Ellison attend?
John Ellison holds Finance & Economics, Business Administration And Management, General from University Of Wisconsin-La Crosse.
What skills is John Ellison known for?
John Ellison is listed with skills including Leadership, Presentation Skills, Writing, Variance Analysis, Social Media, Public Speaking, Skilled Multi Tasker, and Health And Wellness.
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