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EJ

Eliza C. Jeffereis

PROMETHIUM
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 7996275
EJ

Professional summary

Eliza Cody Jeffereis, who also goes by Eliza Cody Jeffereise, is a registered financial advisor currently at PROMETHIUM located in Bethesda, Maryland.

Eliza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eliza has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eliza Cody Jeffereise

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) - RIA

Click below to view Eliza Cody Jeffereis's CRS (Customer Relationship Summary).
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

October 29, 2024 - Present

PROMETHIUM

Office #1: 7272 Wisconsin Ave 10-105, Bethesda, MD 20814
RIA
CRD#: 329565
Bethesda, MD

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".
PR
PROMETHIUM
PROMETHIUM | PROMETHIUM ADVISORS, LLC

CRD#: 329565 / SEC#: 801-129368

RIA
Registered Investment Advisory firm - (1/24/2024 Approved)

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
Maryland
(11/10/2024)
IAR
Virginia
(10/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2024
Securities Industry Essentials Examination

Current Firm

PR
PROMETHIUM
PROMETHIUM | PROMETHIUM ADVISORS, LLC

CRD#: 329565 / SEC#: 801-129368

RIA
Registered Investment Advisory firm - (1/24/2024 Approved)
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Contact information

Main Address
7272 Wisconsin Ave 10-105, Bethesda, MD 20814
Mailing Address
Phone number
(202) 978-2519
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/28/2025)
WRAP PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts274
AUM (Assets Under Management)$ 211,957,343

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

PROMETHIUM

CRD#: 329565Bethesda, MD 20814

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