Unclaimed Profile

Jim M Elder

ELDERADO FINANCIAL, INC·MONTROSE, Colorado

Series 6, Series 63, Series 65Clean record27 years registeredELDERADO FINANCIAL, INC

1030 S. TOWNSEND AVE, MONTROSE, CO 81401CRD# 2417388Firm CRD# 112908

Profile Verification

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

Identity

Jim M Elder · MONTROSE, CO

Registration

CRD #2417388 · ELDERADO FINANCIAL, INC · 27 years registered

Brand Profile

Not yet started

Career History

ELDERADO FINANCIAL, INC

Jan 1999 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELDERADO FINANCIAL, INC

CRD 112908 · SEC 801-121234

AUM

$195M

Regulatory assets under management

Employees

965 client accounts

Services offered by ELDERADO FINANCIAL, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELDERADO FINANCIAL, INC →

Introduction

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Frequently Asked Questions

What services does Jim M Elder offer?

Jim M Elder specializes in Financial Planning, Investment Management. Contact their office in MONTROSE, Colorado for a consultation.

What are Jim M Elder's credentials?

Jim M Elder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jim M Elder located?

Jim M Elder is based in MONTROSE, Colorado, working with ELDERADO FINANCIAL, INC. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.

How does Jim M Elder charge for services?

Jim M Elder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELDERADO FINANCIAL, INC?

ELDERADO FINANCIAL, INC has approximately 5 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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