Jeffrey P. Elliott
Professional summary
Jeffrey Paul Elliott, CFP®, who also goes by Jeff Elliott, Jeffrey P Elliott, Jeffrey Elliott, is a registered financial advisor currently at JEFF ELLIOTT, CFP® located in The Hills, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffrey has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Elliott's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
September 23, 2014 - Present
JEFF ELLIOTT, CFP®
March 18, 2014 - September 10, 2014
DIVERSIFY WEALTH MANAGEMENT, INC.
May 23, 2013 - March 17, 2014
DIVERSIFY WEALTH MANAGEMENT LLC
October 11, 2012 - September 9, 2014
DFPG INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
(9/23/2014)
Exams
Current Firm
JEFF ELLIOTT, CFP®
CRD#: 172781 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 112 |
| AUM (Assets Under Management) | $ 18,438,778 |
Red Flags
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