Jeffery
Joyce

Elements Financial Services, LLC

CRD#6140173
Investment Advisor
in Indianapolis, IN

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About this Advisor

Jeffery Joyce is a financial advisor based out of Indianapolis, Indiana, who has been in the industry for 23 years. Joyce is an advisor for Elements Financial Services, LLC. During their career, the advisor has held roles at Elements Financial Federal Credit Union, Elements Financial Services LLC, Heartland Community Bank and Cross Financial Services. Joyce maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Indiana. Elements Financial Services, LLC is an advisory business that has its headquarters in Indianapolis, Indiana. It has $28 million in assets among its one accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Elements Financial Services, LLC provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on the type of services offered. Fees billed by Elements Financial Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

23 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

225 S East Street Suite 300
Indianapolis, IN 46202

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Elements Financial Services, LLC Brokerage Details

Total Assets Under Management

$27,885,329

IN Average: $1,347,246,178
Total Number of Employees

2

IN Average: 46
Total Number of Accounts

1

IN Average: 1,775
Average Account Size

$27,885,329

IN Average: $759,012

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffery Joyce Work History

Jeffery has 23 years of experience.

2018 - Present (3 years)

Elements Financial Services LLC

2017 - Present (4 years)

Elements Financial Federal Credit Union

2012 - Present (9 years)

Cross Financial Services

1997 - 2012 (15 years)

Heartland Community Bank

Disclosures

Jeffery Joyce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Elements Financial Services, LLC

Jeffery Joyce
Indianapolis, IN

This content was compiled from the SEC and FINRA.

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