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James Thomas Elios

ELIOS FINANCIAL GROUP, INC.·WESTLAKE, Ohio
SIE, Series 6, Series 7, Series 24, Series 63ChFCClean record26 years registeredELIOS FINANCIAL GROUP, INC.
30700 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 2681022Firm CRD# 119873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Thomas Elios · WESTLAKE, OH
Registration
CRD #2681022 · ELIOS FINANCIAL GROUP, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

ELIOS FINANCIAL GROUP, INC.
Aug 2021 – present
ELIOS FINANCIAL GROUP, INC.
Feb 2007 – Dec 2019
WESTLAKE, OH
LPL FINANCIAL LLC
Oct 1999 – Oct 2015
WESTLAKE, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · October 18, 1999
Years registered · 26
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELIOS FINANCIAL GROUP, INC.
CRD 119873 · SEC 801-113807
AUM
$256M
Regulatory assets under management
Employees
5
899 client accounts
Services offered by ELIOS FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELIOS FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does James Thomas Elios offer?
James Thomas Elios specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are James Thomas Elios's credentials?
James Thomas Elios holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Thomas Elios located?
James Thomas Elios is based in WESTLAKE, Ohio, working with ELIOS FINANCIAL GROUP, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does James Thomas Elios charge for services?
James Thomas Elios's firm is compensated through percentage of aum, hourly charges, fixed fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELIOS FINANCIAL GROUP, INC.?
ELIOS FINANCIAL GROUP, INC. has approximately 5 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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