Elizabeth
Juson
1919 Investment Counsel, LLC
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About this Advisor
Elizabeth Juson is a financial advisor working in San Francisco, California with a total of 5 years of industry experience. Juson is an employee of 1919 Investment Counsel, LLC. Juson has gained experience at Rand & Associates and 1919. Juson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. 1919 Investment Counsel, LLC is a business that has its headquarters in Baltimore, MD. It has offices in nine locations and a total of 121 financial advisors. It has $17 billion in total assets between its 7,294 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 151 charitable organizations. Of its 7,294 customer accounts, 54% belong to high-net-worth clients who have greater than $1 million in investable assets. 1919 Investment Counsel, LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by 1919 Investment Counsel, LLC likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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1919 Investment Counsel, LLC Brokerage Details
$17,378,996,240
121
7,294
$2,382,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Elizabeth Juson Work History
Elizabeth has been registered as a financial advisor for 5 years.*
1919
Rand & Associates
*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 Elizabeth Juson 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 1919 Investment Counsel, LLC
San Francisco, CA
Baltimore, MD
Charlotte, NC
Birmingham, AL
San Francisco, CA
Baltimore, MD
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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