Jim Ellis
Jim Ellis is a partner at Modern Private Wealth Advisors, where he provides thoughtful, relationship driven wealth management for families, trusts, and institutions across Central Pennsylvania and beyond. A lifelong resident of the Altoona area, Jim combines more than 25 years of financial industry experience with the grounded values of his hometown—offering clients a steady, personalized approach to navigating life’s financial decisions.
A graduate of Hollidaysburg Area Senior High School, Jim went on to earn dual degrees in Economics and Russian Area Studies from the College of William & Mary. His junior year studying abroad in Leningrad, Russia (now St. Petersburg) broadened his perspective and strengthened the analytical lens he brings to his work today.
Jim began his career in international distribution before transitioning to financial services in 1998, when he opened Edward Jones’ first office on Allegheny Street in Hollidaysburg. In 2006, he joined the Equity Concepts family, drawn to their commitment to objective, client first financial planning - a philosophy that later led him to Seltzer Financial Strategies. He now manages the wealth of clients across 22 states and holds the Series 7, 63, and 65 registrations through FINRA.
At Modern Private Wealth
An avid traveler, Jim remains deeply rooted in the Central Pennsylvania community. Jim is the son of a local contractor and has always believed in strengthening the place he calls home.
Whether advising clients, supporting local families, or exploring Pennsylvania’s outdoor landscapes with his own family, Jim’s approach is built on trust, respect, and a genuine desire to help people succeed.
A Note From
Jim Ellis
“I believe in serving my community the same way I serve my clients with integrity, hard work, and a genuine commitment to helping people build a future they can feel proud of.”
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