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Jared M Elson

AUTHENTIKOS WEALTH ADVISORY LLC·MORGAN HILL, California
Series 65Clean record16 years registeredAUTHENTIKOS WEALTH ADVISORY LLC
1295 EAST DUNNE AVENUE, MORGAN HILL, CA 95037CRD# 5785661Firm CRD# 286646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared M Elson · MORGAN HILL, CA
Registration
CRD #5785661 · AUTHENTIKOS WEALTH ADVISORY LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

AUTHENTIKOS WEALTH ADVISORY LLC
May 2017 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
May 2010 – Sep 2017
MORGAN HILL, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 19, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUTHENTIKOS WEALTH ADVISORY LLC
CRD 286646 · SEC 801-119920
AUM
$125M
Regulatory assets under management
Employees
8
785 client accounts
Services offered by AUTHENTIKOS WEALTH ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AUTHENTIKOS WEALTH ADVISORY LLC →
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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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Christine Brieanna Mason Leis
MORGAN HILL, CA

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Research
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