Meet

Jim Ellis, a native of Altoona, Pennsylvania, is a partner at Seltzer Financial Strategies, LLC, where he manages the financial needs of families, trusts, and institutions throughout Central Pennsylvania and beyond. With over 25 years of experience in the financial industry, Jim brings a personalized, objective approach to wealth management.

After graduating from Hollidaysburg Area Senior High School in 1989, Jim earned a dual degree in economics as well as Russian area studies from the College of William & Mary in Virginia. During his time at William & Mary, he spent a transformative junior year studying abroad in Leningrad (now St. Petersburg). Jim graduated as part of William & Mary’s 300th-anniversary class.

Jim began his professional career managing European and Eastern European distribution for ITEMS International and Airwalk. In 1998, he transitioned to financial services, opening Edward Jones’s first office on Allegheny Street in Hollidaysburg. His career evolved further in May 2006 when he joined the Equity Concepts family, drawn by their commitment to objective financial planning over product-driven services.

Today, Jim manages the wealth of approximately 300 clients, including individuals, families, trusts and institutions, across 22 states. He holds Series 7, 63 and 65 licenses from the Financial Industry Regulatory Authority (FINRA).

Deeply rooted in the Central Pennsylvania community, Jim is the son of a local contractor and remains actively involved in his community. Jim enjoys exploring the beautiful outdoor landscapes of the region with his family.