Unclaimed Profile

Jean Elzayek

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC·SCOTTSDALE, Arizona

Clean recordHOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

8985 E. BELL ROAD, SCOTTSDALE, AZ 85260CRD# 4546368Firm CRD# 169045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jean Elzayek · SCOTTSDALE, AZ

Registration

CRD #4546368 · HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jean Elzayek is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

AUM

$288M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PORTION OF THIRD PARTY MANAGER FEES

Regulatory

SEC/IARD CRD# 4546368

Firm CRD# 169045

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jean Elzayek offer?

Jean Elzayek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jean Elzayek's credentials?

Jean Elzayek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean Elzayek located?

Jean Elzayek is based in SCOTTSDALE, Arizona, working with HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jean Elzayek charge for services?

Jean Elzayek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of third party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC?

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC has approximately 25 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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