6600 Peachtree Dunwoody Road
Embassy Row 600 St 575
Atlanta, GA 30328
256-591-0939
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.
See Disclosures
Firm Start Year
2020
No. of Employees
2-4
Bachelors of Science - Business Management Accounting
Jacksonville State University
09/02/1996 -05/15/2001
School of Business - Financial Planning
Wake Forest School of Business
11/27/2015 -12/07/2018
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890886/retirementplanning-4P-Wealth-Trust-detailed-disclosure.html