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Jennifer Cleveland Elam

OAK HARBOR WEALTH PARTNERS, LLC·RALEIGH, North Carolina
Unclaimed Profile
3101 GLENWOOD AVENUE, RALEIGH, NC 27612CRD# 7414770Firm CRD# 311528
01

About

Jennifer Cleveland Elam is a registered financial advisor based in RALEIGH, North Carolina, affiliated with OAK HARBOR WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
OAK HARBOR WEALTH PARTNERS, LLC
OAK HARBOR WEALTH PARTNERS, LLC
AUM
$566M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OAK HARBOR WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7414770
Firm CRD# 311528
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Cleveland Elam offer?
Jennifer Cleveland Elam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Jennifer Cleveland Elam's credentials?
Jennifer Cleveland Elam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Cleveland Elam located?
Jennifer Cleveland Elam is based in RALEIGH, North Carolina, working with OAK HARBOR WEALTH PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Jennifer Cleveland Elam charge for services?
Jennifer Cleveland Elam'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 OAK HARBOR WEALTH PARTNERS, LLC?
OAK HARBOR WEALTH PARTNERS, LLC has approximately 7 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK HARBOR WEALTH PARTNERS, LLC

Chris Brattain Harrell
RALEIGH, NC
Paul Boddie Elam
RALEIGH, NC
William Russell Hesmer
RALEIGH, NC

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Research
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