Jason P. Ellison

PARALEL DISTRIBUTORS

Boston, MA 02111-2641

Some features on this profile are disabled

CRD#: 5095678

Professional summary

Jason P Ellison, who also goes by Jason Paul Ellison, is a registered financial professional currently at PARALEL DISTRIBUTORS located in Boston, Massachusetts.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 18 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Paul Ellison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason P Ellison's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 2024 - Present

PARALEL DISTRIBUTORS

Office #1: One Lincoln Street Suite 1700, Boston, MA 02111-2641

CRD#: 316115

Boston, MA

Past

February 22, 2021 - January 7, 2022

PARNASSUS FUNDS DISTRIBUTOR, LLC

CRD#: 15883

Portland, ME

Past

February 22, 2021 - January 7, 2022

FORESIDE INVESTMENT SERVICES, LLC

CRD#: 30016

PORTLAND, ME

Past

August 26, 2020 - January 7, 2022

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Portland, ME

Past

March 20, 2019 - January 7, 2022

FORESIDE GLOBAL SERVICES, LLC

CRD#: 147382

PORTLAND, ME

Past

March 20, 2019 - January 7, 2022

COMPASS DISTRIBUTORS, LLC

CRD#: 172662

Portland, ME

Past

December 7, 2017 - January 7, 2022

SMEAD FUNDS DISTRIBUTORS, LLC

CRD#: 173734

PORTLAND, ME

Past

September 26, 2016 - January 7, 2022

ORBIS INVESTMENTS (U.S.), LLC

CRD#: 172663

PORTLAND, ME

Past

August 22, 2016 - January 7, 2022

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

August 22, 2016 - January 7, 2022

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

PORTLAND, ME

Past

January 9, 2015 - January 7, 2022

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

October 3, 2013 - January 7, 2022

IMST DISTRIBUTORS, LLC

CRD#: 130745

PORTLAND, ME

Past

January 22, 2013 - June 23, 2020

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

PORTLAND, ME

Past

October 12, 2012 - January 7, 2022

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

November 15, 2011 - January 7, 2022

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

CRD#: 143809

PORTLAND, ME

Past

October 7, 2009 - January 7, 2022

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BOSTON, MA

Past

June 25, 2007 - February 13, 2009

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

July 6, 2006 - April 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

QUINCY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/10/2025)

Alaska
(3/12/2025)

Arizona
(3/19/2025)

Arkansas
(3/11/2025)

California
(3/5/2025)

Colorado
(3/10/2025)

Connecticut
(1/10/2025)

Delaware
(3/14/2025)

District of Columbia
(3/17/2025)

Florida
(1/9/2025)

Georgia
(3/6/2025)

Hawaii
(3/10/2025)

Idaho
(1/23/2025)

Illinois
(3/10/2025)

Indiana
(3/10/2025)

Iowa
(3/7/2025)

Kansas
(3/6/2025)

Kentucky
(1/9/2025)

Louisiana
(3/11/2025)

Maine
(3/7/2025)

Maryland
(3/13/2025)

Massachusetts
(3/5/2025)

Michigan
(1/9/2025)

Minnesota
(1/9/2025)

Mississippi
(1/9/2025)

Missouri
(3/6/2025)

Montana
(1/9/2025)

Nebraska
(1/9/2025)

Nevada
(3/7/2025)

New Hampshire
(3/18/2025)

New Jersey
(1/9/2025)

New Mexico
(3/10/2025)

New York
(3/9/2025)

North Carolina
(3/13/2025)

North Dakota
(3/10/2025)

Ohio
(3/10/2025)

Oklahoma
(1/9/2025)

Oregon
(3/7/2025)

Pennsylvania
(3/6/2025)

Puerto Rico
(2/3/2025)

Rhode Island
(3/7/2025)

South Carolina
(1/9/2025)

South Dakota
(3/11/2025)

Tennessee
(3/10/2025)

Texas
(3/6/2025)

Utah
(3/6/2025)

Vermont
(3/7/2025)

Virgin Islands
(3/12/2025)

Virginia
(3/10/2025)

Washington
(3/10/2025)

West Virginia
(3/10/2025)

Wisconsin
(3/6/2025)

Wyoming
(3/10/2025)

Exams

State Security Law Exam

Series 63

Date: 3/5/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/9/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PARALEL DISTRIBUTORS

PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC

CRD#: 316115 / SEC#: , 8-70771

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1700 Broadway Suite 1850, Denver, CO 80290

Mailing Address

1700 Broadway Suite 1850, Denver, CO 80290

Phone number

(303) 378-0364

Established

Delaware since 06/21/2021

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
PARALEL TECHNOLOGIES, LLC	DIRECT OWNER
MAY, JEREMY OPPEGARD	CEO/FOUNDER	2744563
SWENSON, BRADLEY JOHN	PRESIDENT/CCO/FINOP	2666663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Ellison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason P Ellison's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARNASSUS FUNDS DISTRIBUTOR, LLC

FORESIDE INVESTMENT SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

FORESIDE GLOBAL SERVICES, LLC

COMPASS DISTRIBUTORS, LLC

SMEAD FUNDS DISTRIBUTORS, LLC

ORBIS INVESTMENTS (U.S.), LLC

FORESIDE FUNDS DISTRIBUTORS LLC

FORESIDE FINANCIAL SERVICES, LLC

FUNDS DISTRIBUTOR, LLC

IMST DISTRIBUTORS, LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

FORESIDE DISTRIBUTION SERVICES, L.P.

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

GUARDIAN INVESTOR SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/2025

Series 66

Date: 8/14/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2006

Series 24

Date: 2/9/2011

FINRA

Current Firm

PARALEL DISTRIBUTORS

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PARALEL DISTRIBUTORS

TRUST BUT VERIFY

Similar Advisors