Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.
4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty.
You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.
General Information |
| Firm Start Year: | 2020 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 304069 |
| Name of Custodial Firm: | Fidelity Investments |
| States Licensed in: | Alabama, Georgia, Tennessee, Florida |
| Number of Years with Current Firm: | 4 |
| Work Experience: | AIG Financial Group Merrill Lynch Wells Fargo Advisors Advisory Services Network, LLC |
| Work with the following types of clients: | Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Your Office, Phone, Email, Our Office, Video Conference, Our Offices |
Firm Information |
| Firm's Number of Clients: | 60 |
| Firm's Number of Planning Clients: | 35 |
| Firm's Number of Managed Clients: | 55 |
| Assets Managed by Firm: | 70,000,000 |
| Advisor's Number of Clients: | 55 |
| Advisor's Number of Managed Clients: | 55 |
| Advisor's Number of Planning Clients: | 40 |
| Assets Managed by Advisor: | 70,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Hourly, Based on Assets, Flat Fee |
| Fee % Based on Assets: | Schedule |
| Hourly Rate: | $250 |
| Additional Details on Charges: | Please reach out to Jaylon to discuss the fee schedule for all clients. |
| Minimum Fee Charged for Managed Accounts: | $5000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Board Positions |
| Organization : | Alabama Retirement Counsel, State of AL |
| Position : | Managing Director |
| Duration : | 05/19/2005-01/09/2007 |
| Organization : | Alabama Retirement Council, Montgomery,AL |
| Position : | Chairman |
| Duration : | 02/17/2007-02/19/2009 |
| Organization : | Calhoun County Quarterback Club, Anniston, AL |
| Position : | Vice President |
| Duration : | 09/15/2008-09/25/2010 |
| Organization : | Anniston Country Club, Anniston,AL |
| Position : | Golf Chairman |
| Duration : | 01/11/2010-01/25/2012 |
| Organization : | Calhoun County Investment Club, Calhoun County Alabama |
| Position : | Planning Consultant |
| Duration : | 07/20/2012-07/25/2014 |
| Organization : | Calhoun County Quarterback Club, Calhoun County Alabama |
| Position : | Co-Chairman |
| Duration : | 01/25/2012-01/19/2013 |
| Organization : | Anniston Country Club, Anniston, AL |
| Position : | President Elect |
| Duration : | 01/19/2013-01/15/2015 |
Education |
| Bachelors of Science - Business Management Accounting | Jacksonville State University
- Jacksonville, AL 09/02/1996-05/15/2001 |
| School of Business - Financial Planning | Wake Forest School of Business
- North Carolina 11/27/2015-12/07/2018 |
Financial Services |
| Financial Planning for Businesses
Business owners face a unique financial landscape, evaluating short-term needs and long-term objectives. Through personalized financial plans, we strive to empower our business owner clients to make informed decisions, navigate challenges, and ensure their enterprises' financial health and sustainability. Recommended steps may include: " Cash flow optimization. " Considering tax-efficient strategies. " Exploring investment decisions to support the company's growth. |
| Portfolio Management
Our 4P Wealth Trust Team educates and guides investors through the investment diversification process. We help investors align their portfolios by listening to the journey that led them to their current financial circumstances. Discussions include financial goals and risk tolerance so that we can help investors participate in the market on their own terms and comfort levels. Effective portfolio management also involves regular monitoring and adjustments to align an implemented investment strategy with changing market conditions and individual objectives. |
| Retirement Planning
The concept of building and managing finances to sustain a comfortable lifestyle is relatively simple. The implementation of setting clear retirement goals and navigating an ever-changing financial roadmap can be more challenging. We believe in discovering the individual's 'Why?' behind each goal, fear, or decision before implementing a plan. By understanding your ambitions, we can better provide the insight and guidance you seek in optimizing your wealth accumulation or preservation. |
| 401K Rollovers
Our team is well-versed in assisting investors with employer plan rollovers, providing step-by-step guidance, and helping them navigate any complexities involved. We meticulously analyze the investor's specific situation, including the employer-sponsored retirement plan details and the individual's financial goals, to recommend whether a rollover is appropriate. Clients are guided through the rollover process as we review investment options, features, and restrictions before initiating an asset movement request in the investor's best interests. |
| Education Funding and Planning
We'll identify the type of education funding needed, the projected timeline before funds are needed, and set specific financial goals for educational expenses like tuition. We work alongside investors to explore the account features that align with those identified education needs. Account topics may include savings plans, potential tax-advantaged accounts, or time-focused investment options. |
| Wealth Management
Based on ongoing advisor-client conversations, we develop comprehensive strategies tailored to individual or joint financial goals, risk tolerance, and time horizon. Through personalized financial planning, we help investors optimize their asset allocation, diversify their portfolios, and implement efficient strategies. Paired with ongoing maintenance and experienced guidance, our team strives to enhance investors' overall wealth management experience with consistent and effective communication transparency. |
| Risk Management
It is critical to thoroughly assess an investor's risk tolerance, financial goals, and overall investment objectives. From this stage, we recommend diversified portfolios that align with the investor's comfort level with the strategy to mitigate potential losses. Ongoing monitoring, periodic adjustments, and strategic planning help prepare investors to navigate market volatility and uncertainty. |
| Money Management
Depending on the investor's situation, we can provide and integrate resources affiliated with budgeting, expense tracking, and cash flow optimization. We'll discuss prioritized spending through personalized financial plans, identify savings opportunities, and consider building emergency funds to navigate unforeseen circumstances. This financial service usually surrounds investor questions of financial stability while simultaneously working toward short-term and long-term financial objectives. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
| Georgia, Alabama, Tennessee, Florida |
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