Jared
Elson
Authentikos Wealth Advisory LLC
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About this Advisor
Jared Elson is a financial advisor working out of Morgan Hill, California who has 6 years of relevant experience. Elson is an employee of Authentikos Wealth Advisory LLC. Throughout their career, they have worked at Regent Financial & Insurance Services, LLC, Global Financial Private Capital, LLC, Regent Wealth Advisory, LLC, Authentikos Advisory, LLC and Authentikos Financial & Insurance Services, LLC. Elson holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in California. Authentikos Wealth Advisory LLC is an advisory business that has its headquarters in Morgan Hill, CA. The firm has a total of nine advisors. It handles $133 million in total assets across its 2,303 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,303 customer accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on the type of financial services provided. However, fee types charged by Authentikos Wealth Advisory LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Authentikos Wealth Advisory LLC Brokerage Details
$132,452,662
9
2,303
$57,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jared Elson Work History
Jared has been registered as a financial advisor for 6 years.*
Authentikos Advisory, LLC
Authentikos Financial & Insurance Services, LLC
Regent Wealth Advisory, LLC
Global Financial Private Capital, LLC
Regent Financial & Insurance Services, LLC
*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 Jared Elson 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 Authentikos Wealth Advisory LLC
New Braunfels, TX
Campbell, CA
Morgan Hill, CA
Morgan Hill, 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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