Amy Jo McElfresh (CRD# 6886322) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Amy Jo McElfresh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amphora Wealth Management, LLC | Chapel Hill, NC | Feb 2018 - Current | 6 |
| Ajm Consulting, Inc. D/b/a Holistic Insurance Solutions | Chapel Hill, NC | Feb 2018 - Current | 6 |
| Ajm Consulting, Inc. | Carrboro, NC | Jan 2011 - Current | 13 |
| Guardian Pointe Private Wealth Management | Brighton, MI | Nov 2017 - Feb 2018 | < 1 |
| College Funding Consultants | Chapel Hill, NC | Jan 2009 - Jan 2018 | 9 |
- NC
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Total Assets Under Management123MILLIONS
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Total Number of Accounts588ACCOUNTS
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Average Account Value$208,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC, PA
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