David Elan, financial advisor Jackson WY
96 score

David Elan

CRD Number: 3107755
Current Firm: Income Focus Portfolio Management

David Elan (CRD# 3107755) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 19 years of experience in the finance industry. David Elan 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.

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Professional Designations
Company Name Location Dates Years
Income Focus Portfolio Management Jackson, WY Jun 2016 - Current 1
Income Focus Portfolio Management Town Of Wilson, Jackson Hole, WY Oct 2012 - May 2016 3
None Wellesley, MA Dec 2010 - Oct 2012 1
Windward Investment Management Boston, MA Jun 2003 - Nov 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for David N. Elan
Phone Number: 307-733-5100
Registered State(s):
  • LA
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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