Jean
Elzayek
Householder Group Estate & Retirement Specialists
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About this Advisor
Jean Elzayek is a financial advisor operating out of Scottsdale, Arizona with a total of 1 year of industry experience. Elzayek is an employee of Householder Group Estate & Retirement Specialists. Throughout their career, Elzayek has worked at Merill Lynch, 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. Elzayek has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Householder Group Estate & Retirement Specialists is a registered investment firm based out of Scottsdale, AZ. It has offices in 27 locations and a total of 96 advisors. It manages $1 billion in total assets among its 6,426 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 6,426 customer accounts, 98% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Householder Group Estate & Retirement Specialists provides a number of services, including 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. Financial management fees largely vary depending on which service is offered. However, fee types billed by Householder Group Estate & Retirement Specialists may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
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
Jean has been registered as a financial advisor for 1 years.*
Householder Group Estate And Retirement Specialist
Householder Group Estate And Retirement Specialists, LLC
Lpl Financial, LLC
Gladstone Institutional Advisory
Financial Resources Group Investment Services
Merill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Lancaster, CA
Edmond, OK
Englewood, CO
Rancho Mirage, CA
Columbus, MS
Houston, TX
Clackamas, OR
Scottsdale, AZ
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