JE
Jared M. Elson
AUTHENTIKOS WEALTH ADVISORY LLC
Morgan Hill, CA 95037
Some features on this profile are disabled
CRD#: 5785661
JE
Professional summary
Jared M Elson is a registered financial advisor currently at AUTHENTIKOS WEALTH ADVISORY LLC located in Morgan Hill, California.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jared has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Authentikos Financial & Insurance Services, LLC (previously Regent Financial & Insurance Services, LLC) - Agent - 1295 East Dunne Ave, Suite 215, Morgan Hill, CA 95037 - Authentikos Financial handles Life Insurance, Annuities, and Long Term Care Insurance. I am an agent / owner of the company. Start date was 02/2009. Duties include sales as a licensed life agent for annuities, life insurance, and long term care policies. Ownership related duties for general business management and staff management. Total time is approximately 65 hours per month, among those 65 hours about 35 hours are during trading hours. Action Today, LLC - Owner - Business pays for marketing expenses related to Authentikos Advisory and Authentikos Financial. Start date: 12/2020. Total time spend is approximately 2 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Jared M Elson'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®
NoneExperience
Current
May 9, 2017 - Present
AUTHENTIKOS WEALTH ADVISORY LLC
Office #1: 1295 East Dunne Avenue Suite 215, Morgan Hill, CA 95037RIA
CRD#: 286646
Morgan Hill, CA
Past
May 19, 2010 - September 5, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
MORGAN HILL, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AUTHENTIKOS WEALTH ADVISORY LLC
AUTHENTIKOS WEALTH ADVISORY LLC | REGENT WEALTH ADVISORY, LLC
CRD#: 286646 / SEC#: 801-119920
RIA
Registered Investment Advisory firm - (12/3/2020 Approved)California
Registered Investment Advisory firm - (2/19/2021 Terminated)Idaho
Registered Investment Advisory firm - (1/30/2021 Terminated)Nevada
Registered Investment Advisory firm - (2/22/2021 Terminated)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
California(5/9/2017)
Current Firm
AW
AUTHENTIKOS WEALTH ADVISORY LLC
AUTHENTIKOS WEALTH ADVISORY LLC | REGENT WEALTH ADVISORY, LLC
CRD#: 286646 / SEC#: 801-119920
RIA
Registered Investment Advisory firm - (12/3/2020 Approved)California
Registered Investment Advisory firm - (2/19/2021 Terminated)Idaho
Registered Investment Advisory firm - (1/30/2021 Terminated)Nevada
Registered Investment Advisory firm - (2/22/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1295 East Dunne Avenue Suite 215, Morgan Hill, CA 95037
Mailing Address
Phone number
(877) 457-4567
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 154,808,575 |
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.
