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JE

Jesse Elkin

EVERGREEN ADVISORS CAPITAL
Columbia, MD 21044
Some features on this profile are disabled
CRD#: 7566189
JE

Professional summary

Jesse Elkin is a registered financial professional currently at EVERGREEN ADVISORS CAPITAL, LLC located in Columbia, Maryland.

Jesse is registered as a RR (Registered Representative) and started their career in finance in 2022. Jesse has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jesse Elkin'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

August 22, 2022 - Present

EVERGREEN ADVISORS CAPITAL, LLC

Office #1: 10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044
BD
CRD#: 165072
Columbia, MD

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(8/22/2022)
RR
Virginia
(1/23/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 1/23/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/22/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/20/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EA
EVERGREEN ADVISORS CAPITAL, LLC
EVERGREEN ADVISORS CAPITAL LLC | EVERGREEN ADVISORS CAPITAL, LLC

CRD#: 165072 / SEC#: , 8-69143

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044
Mailing Address
10440 Little Patuxent Parkway, Columbia, MD 21044
Phone number
(410) 997-6000
Established
Maryland since 06/18/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EVERGREEN ADVISORS, LLCMANAGING MEMBER
BALTOVSKI, ALEXANDEROUTSOURCED FINOP2350828
KOHR, RICHARD ALLEN JR.MANAGING DIRECTOR,CFO,PFO,CCO3079942
PRICHETT, STEPHEN DUDLEYPRESIDENT4048479

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.

Company Information

EVERGREEN ADVISORS CAPITAL, LLC

CRD#: 165072Columbia, MD 21044

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