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August 21, 2023 / 2023 40 Under 40 Award Honorees

2023 40 Under Forty: Jason Ellis

Age: 38 Company: Fidelity Investments Title: Financial Consultant No. of years with current company: 3 Town where I live: West Hartford Town where I work: New England Region College: University of Connecticut, Western Governors University, Walden University Highest degree: Doctor of Business and Admin., International Business, Walden University
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Jason Ellis is a certified financial planner and works as a financial consultant with Fidelity Investments.

He has over 10 years of experience in finance, having earned five other designations including Chartered Financial Consultant, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, Accredited Asset Management Specialist and Equity Compensation Associate.

He helps families develop financial plans to achieve their investment and retirement goals. Ellis also teaches business management and finance courses as an adjunct professor.

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What’s been your biggest professional accomplishment so far in your career?

My biggest professional accomplishment was becoming a certified financial planner professional. This was a goal when I started working in finance back in 2012. Although there are around 96,000 certified financial planner professionals, less than 2% are African-American. Representation matters, and it feels great to help push this profession forward.

How are you involved in the community?

I serve as treasurer of the Connecticut Harm Reduction Alliance, a minority-led, community-based nonprofit at the forefront of the response to the opioid epidemic in Connecticut. I also volunteer as an instructor with the University of People, the first nonprofit, tuition-free, American, accredited, online university.

Why do you deserve to be a 40 Under Forty?

• Completed Aspire to Lead development program designed to empower Black and Latinx associates and their managers through Fidelity Investments.

• Awarded as a Top 50 Under 50 Financial Advisors in 2022 by the Association of African American Financial Advisors.

• Volunteered and worked with local nonprofits, Habitat for Humanity, Urban League of Greater Hartford and Plant a Row for the Hungry.

• Co-Created “Where the Money Resides,” a panel discussion series about the realities and success stories of UConn alumni entrepreneurs.

Fun Fact

I’m a huge Marvel fan and try to catch first movie showings to avoid spoilers.

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