Jean
Elzayek

Householder Group Estate & Retirement Specialists

CRD#4546368
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jean Elzayek is a financial advisor based in Scottsdale, Arizona, working with Householder Group Estate & Retirement Specialists. Jean has previously held positions at Lpl Financial, LLC, Financial Resources Group Investment Services, Gladstone Institutional Advisory, Householder Group Estate And Retirement Specialist, and Householder Group Estate And Retirement Specialists, LLC. Jean has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jean is part of Householder Group Estate & Retirement Specialists, which operates out of Scottsdale, Arizona. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8985 E. Bell Road
Scottsdale, AZ 85260

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,305,983,348

AZ Average: $1,555,372,352
Total Number of Employees

86

AZ Average: 37
Total Number of Accounts

6,706

AZ Average: 1,370
Average Account Size

$194,748

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jean Elzayek Work History

2022 - Present (2 years)

Householder Group Estate And Retirement Specialist

2022 - Present (2 years)

Householder Group Estate And Retirement Specialists, LLC

2014 - Present (10 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Gladstone Institutional Advisory

2014 - 2022 (8 years)

Financial Resources Group Investment Services

Disclosures

Please visit the SEC profile of Jean Elzayek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Tyler Finch
Edmond, OK
Blake Behunin
Camarillo, CA
Skyler Hulslander
Scottsdale, AZ
Erik Walker
Surprise, AZ
Jean Elzayek
Scottsdale, AZ
Benjamin Wada
Brea, CA
Justin Nimock
Englewood, CO
John Phillips
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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