JE
Jessica E. Eller
TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX 75205
Some features on this profile are disabled
CRD#: 6238014
JE
Professional summary
Jessica Elise Eller, CFP® is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jessica has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Parkland Health Foundation Gift Planning Council- 1341 W. Mockingbird Lane, Suite 1100E Dallas, Texas 75247- Duties include-council member, attend 2-3 speaker events during the year, The Gift Giving Council engages community members with the purpose of educating and spreading awareness the foundation's overall work in the community; no investment or other financial responsibilities; no compensation received for this position, voluntary position; 1-5 hours dedicated to this OBA, none of which are during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Elise Eller'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®
Experience
Current
January 20, 2022 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205RIA
CRD#: 111838
Dallas, TX
Past
July 13, 2018 - July 31, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
February 26, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DALLAS, TX
Past
November 15, 2013 - July 30, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 Approved)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
5500 Preston Road Suite 250, Dallas, TX 75205
Mailing Address
Phone number
(214) 252-3250
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
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.
Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
Monitor Jessica Eller
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
