Unclaimed Profile

Jeffrey Scott Elvander

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California

SIE, Series 7, Series 63CFAClean record20 years registeredFLEXPATH STRATEGIES LLC

120 VANTIS SUITE 480, ALISO VIEJO, CA 92656CRD# 4898447Firm CRD# 174306

Profile Verification

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

Identity

Jeffrey Scott Elvander · ALISO VIEJO, CA

Registration

CRD #4898447 · FLEXPATH STRATEGIES LLC · 20 years registered

Brand Profile

Not yet started

Career History

FLEXPATH STRATEGIES

Dec 2024 – present

NFP RETIREMENT INC.

Jan 2006 – Jul 2023

ALISO VIEJO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 3, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLEXPATH STRATEGIES LLC

CRD 174306 · SEC 801-80914

AUM

$66.0B

Regulatory assets under management

Employees

902 client accounts

Services offered by FLEXPATH STRATEGIES LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FLEXPATH STRATEGIES LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Elvander offer?

Jeffrey Scott Elvander specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ALISO VIEJO, California for a consultation.

What are Jeffrey Scott Elvander's credentials?

Jeffrey Scott Elvander holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Scott Elvander located?

Jeffrey Scott Elvander is based in ALISO VIEJO, California, working with FLEXPATH STRATEGIES LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.

How does Jeffrey Scott Elvander charge for services?

Jeffrey Scott Elvander's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLEXPATH STRATEGIES LLC?

FLEXPATH STRATEGIES LLC has approximately 25 employees and manages $66.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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