Jeffrey
Whiteside
Elan Wealth Management, L.L.C
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About this Advisor
Jeffrey Whiteside is a financial advisor based in Chesapeake, Virginia, working with Elan Wealth Management, L.L.C. Jeffrey has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Freedom Street Partners, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, and Elan Wealth Management, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Jeffrey is part of Elan Wealth Management, L.L.C, which operates out of Chesapeake, Virginia. The firm has 1 office and 4 employees. The firm manages assets totaling $135.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Elan Wealth Management, L.L.C includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elan Wealth Management, L.L.C Brokerage Details
$134,975,700
4
412
$327,611
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Whiteside Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Elan Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Freedom Street Partners
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Jeffrey Whiteside 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 Elan Wealth Management, L.L.C
Chesapeake, VA
Charlotte, NC
Southern Shores, NC
Suffolk, VA
Southern Shores, NC
Southern Shores, NC
Chesapeake, VA
Southern Shores, NC
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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