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Jared M Elson

AUTHENTIKOS WEALTH ADVISORY LLC·MORGAN HILL, California
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1295 EAST DUNNE AVENUE, MORGAN HILL, CA 95037CRD# 5785661Firm CRD# 286646
01

About

Jared M Elson is a registered financial advisor based in MORGAN HILL, California, affiliated with AUTHENTIKOS WEALTH ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AUTHENTIKOS WEALTH ADVISORY LLC
AUTHENTIKOS WEALTH ADVISORY LLC
AUM
$125M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AUTHENTIKOS WEALTH ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5785661
Firm CRD# 286646
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jared M Elson offer?
Jared M Elson specializes in Financial Planning, Investment Management. Contact their office in MORGAN HILL, California for a consultation.
What are Jared M Elson's credentials?
Jared M Elson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared M Elson located?
Jared M Elson is based in MORGAN HILL, California, working with AUTHENTIKOS WEALTH ADVISORY LLC. Their office serves clients in the MORGAN HILL metropolitan area and surrounding communities.
How does Jared M Elson charge for services?
Jared M Elson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUTHENTIKOS WEALTH ADVISORY LLC?
AUTHENTIKOS WEALTH ADVISORY LLC has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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