Johnson Ansara Ellena Wealth Management Group
With over a century of combined experience, we focus on providing frank advice and practical solutions along the path to success. We specialize in portfolio management, estate planning strategies, retirement planning, and insurance.
We are multi-generational advisors to the families and individuals we serve, and enjoy guiding our clients through complex financial matters. Life is an intrepid journey, and we want to be your trusted partner along the way.
Susan Ellena
Susan Ellena, Senior Financial Advisor
Susan Ellena brings professionalism, a personable attitude and passion for the clients to her role as Senior Financial Advisor at Wells Fargo Advisors Financial Network (WFAFN). With expertise in wealth management, retirement planning, and estate planning strategies, she has the tools necessary to understand the needs of the individuals, families, and businesses she serves.
Before coming to WFAFN, Susan gained many years of experience at financial firms such as Paine Webber, Prudential Bache, Smith Barney, and Wells Fargo Advisors. Utilizing the independent resources at WFAFN, she can give advice that is as sincere as it is comprehensive. For her, the most rewarding part of the job is to help her clients reach their financial goals.
Susan was born and raised in Orange County and attended Santa Ana College. In addition to her responsibilities at WFAFN, she supports the Salvation Army. Outside of the office, Susan enjoys cooking and entertaining. Above all though, she loves family time – especially making memories with her 4 grandchildren!
CA Insurance License Number 0A74767. Resident State CA
PM-10162027-5393489
Susan Ellena brings professionalism, a personable attitude and passion for the clients to her role as Senior Financial Advisor at Wells Fargo Advisors Financial Network (WFAFN). With expertise in wealth management, retirement planning, and estate planning strategies, she has the tools necessary to understand the needs of the individuals, families, and businesses she serves.
Before coming to WFAFN, Susan gained many years of experience at financial firms such as Paine Webber, Prudential Bache, Smith Barney, and Wells Fargo Advisors. Utilizing the independent resources at WFAFN, she can give advice that is as sincere as it is comprehensive. For her, the most rewarding part of the job is to help her clients reach their financial goals.
Susan was born and raised in Orange County and attended Santa Ana College. In addition to her responsibilities at WFAFN, she supports the Salvation Army. Outside of the office, Susan enjoys cooking and entertaining. Above all though, she loves family time – especially making memories with her 4 grandchildren!
CA Insurance License Number 0A74767. Resident State CA
PM-10162027-5393489
Director
Senior Financial Advisor
0A74767
Jake Johnson
, CFP
Jake Johnson is a Senior Financial Advisor at Wells Fargo Advisors Financial Network. A tireless student of markets both past and present, he gives decisive and thorough advice to his clients. He enjoys simplifying complex financial topics and specializes in creating tax-efficient portfolios.
Jake gained experience working in markets as a trader for a proprietary trading firm and working with people in a sales role for an on-demand storage start up. He is very happy in his career as a financial advisor which combines market savvy with people skills, and looks forward to spending the next several decades in this field. He may even outlast his mother Nancy, who is approaching five decades in the business in 2028. Jake earned a B.S. in Economics and a minor in mathematics from Tulane in 2014 and later earned the CFP® certification in 2019. In addition, Jake passed the CFA Level 1 exam in 2019.
Outside of the office, he’s placing 1st in 25-kilometer trail races, spending time working on his California native garden, or finding something to fix on his 1975 Ford F100!
CA Insurance License Number 0M50778. Resident State CA
Jake gained experience working in markets as a trader for a proprietary trading firm and working with people in a sales role for an on-demand storage start up. He is very happy in his career as a financial advisor which combines market savvy with people skills, and looks forward to spending the next several decades in this field. He may even outlast his mother Nancy, who is approaching five decades in the business in 2028. Jake earned a B.S. in Economics and a minor in mathematics from Tulane in 2014 and later earned the CFP® certification in 2019. In addition, Jake passed the CFA Level 1 exam in 2019.
Outside of the office, he’s placing 1st in 25-kilometer trail races, spending time working on his California native garden, or finding something to fix on his 1975 Ford F100!
CA Insurance License Number 0M50778. Resident State CA
Financial Advisor
CFP
0M50778
Lisa Mayer
Lisa Mayer - Senior Registered Client Associate
Lisa Mayer makes it her mission to ensure exceptional service for every client who walks through the door. In her role as Senior Registered Client Associate at Wells Fargo Advisors Financial Network, she is known to put real heart into her responsibilities in both operations management and client administration.
Lisa draws on her 30-year history in the financial services industry to anticipate needs and see tasks to quick completion for the clients at Pelorus. Before joining the team to reinforce our high standards in customer care, she worked at places like Crowell, Weedon & Co., JP Morgan Securities, Hambrecht & Quist, and Smith Barney.
Outside of the office, Lisa also puts real heart into animal rescue organizations like the Animal Assistance League of Orange County, the Best Friends Animal Society, and the K9 Spirit organization. She also enjoys baking, cooking, Pilates, and entertaining friends & family. When you see Lisa, ask her about her dogs - Jackson & Izzy!
CA Insurance License Number 0M68611. Resident State CA.
PM-10202027-5402414
Lisa Mayer makes it her mission to ensure exceptional service for every client who walks through the door. In her role as Senior Registered Client Associate at Wells Fargo Advisors Financial Network, she is known to put real heart into her responsibilities in both operations management and client administration.
Lisa draws on her 30-year history in the financial services industry to anticipate needs and see tasks to quick completion for the clients at Pelorus. Before joining the team to reinforce our high standards in customer care, she worked at places like Crowell, Weedon & Co., JP Morgan Securities, Hambrecht & Quist, and Smith Barney.
Outside of the office, Lisa also puts real heart into animal rescue organizations like the Animal Assistance League of Orange County, the Best Friends Animal Society, and the K9 Spirit organization. She also enjoys baking, cooking, Pilates, and entertaining friends & family. When you see Lisa, ask her about her dogs - Jackson & Izzy!
CA Insurance License Number 0M68611. Resident State CA.
PM-10202027-5402414
Senior Registered Client Associate
0M68611