Elizabeth M. Jones

BLAKELY HARBOR ADVISORS

NEW HAVEN, CT 06510

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CRD#: 1643510

Professional summary

Elizabeth Macelwee Jones, who also goes by Beth Macelwee, Elizabeth Mason Macelwee, is a registered financial advisor currently at BLAKELY HARBOR ADVISORS, LLC located in New Haven, Connecticut.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Elizabeth has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Macelwee | Elizabeth Mason Macelwee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Elizabeth MacElwee Jones serves as the co-trustee of a private trust, and receives trustee fees in connection with that service. The sole beneficiary of the trust is a non-profit corporation to whom Blakely Harbor Advisors provides investment advice unrelated to the assets of the private trust. Elizabeth MacElwee Jones also serves on the investment committee of a non-profit corporation, and receives a stipend, consistent with the stipend provided to other members of the investment committee, in connection with that service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Macelwee Jones's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2010 - Present

BLAKELY HARBOR ADVISORS, LLC

Office #1: Connecticut Financial Center 157 Church Street 19th Floor, New Haven, CT, 06510Office #2: 2598 East Sunrise Boulevard, Suite 2104 , Fort Lauderdale, FL 33301

RIA

CRD#: 152249

NEW HAVEN, CT

Past

June 18, 2001 - January 29, 2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

April 26, 1995 - December 2, 1997

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

May 14, 1991 - March 14, 1995

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

April 24, 1989 - April 4, 1991

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(8/9/2024)

IAR

Florida
(10/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/15/1989

General Securities Representative Examination

Current Firm

BLAKELY HARBOR ADVISORS, LLC

BLAKELY HARBOR ADVISORS, LLC | MACELWEE JONES INVESTMENT ADVISORS, LLC

CRD#: 152249 / SEC#:

Connecticut

Registered Investment Advisory firm - (8/9/2024 Approved)

Florida

Registered Investment Advisory firm - (10/6/2021 Approved)

Washington

Registered Investment Advisory firm - (12/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Connecticut Financial Center 157 Church Street 19th Floor, New Haven, CT, 06510

Mailing Address

Phone number

(754) 301-8804

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 66,385,644

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth M. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Macelwee Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAKELY HARBOR ADVISORS, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

MORGAN STANLEY & CO. LLC

GOLDMAN SACHS & CO. LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/1994

Series 63

Date: 3/9/1993

Series 7

Date: 4/15/1989

Current Firm

BLAKELY HARBOR ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLAKELY HARBOR ADVISORS, LLC

TRUST BUT VERIFY

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