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Jonathan Peter Elks

BOERUM HILL FINANCIAL ADVISORS LLC·BROOKLYN, New York
Series 65Clean record5 years registeredBOERUM HILL FINANCIAL ADVISORS LLC
236 LIVINGSTON ST, BROOKLYN, NY 11201CRD# 6816198Firm CRD# 288987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Peter Elks · BROOKLYN, NY
Registration
CRD #6816198 · BOERUM HILL FINANCIAL ADVISORS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

BOERUM HILL FINANCIAL ADVISORS LLC
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 7, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOERUM HILL FINANCIAL ADVISORS LLC
CRD 288987 · SEC 801-129959
AUM
$28M
Regulatory assets under management
Employees
1
123 client accounts
Services offered by BOERUM HILL FINANCIAL ADVISORS 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 BOERUM HILL FINANCIAL ADVISORS LLC →
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Frequently Asked Questions

What services does Jonathan Peter Elks offer?
Jonathan Peter Elks specializes in Financial Planning, Investment Management. Contact their office in BROOKLYN, New York for a consultation.
What are Jonathan Peter Elks's credentials?
Jonathan Peter Elks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Peter Elks located?
Jonathan Peter Elks is based in BROOKLYN, New York, working with BOERUM HILL FINANCIAL ADVISORS LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Jonathan Peter Elks charge for services?
Jonathan Peter Elks'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 BOERUM HILL FINANCIAL ADVISORS LLC?
BOERUM HILL FINANCIAL ADVISORS LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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