Jeffrey Elorriaga (CRD# 5958830) is an Investment Advisor Representative working at Morgan Stanley in Lake Oswego, OR and has over 9 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Mar 2023 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Lake Oswego, OR | Nov 2022 - Current | 1 |
| Lpl Financial, LLC | Tigard, OR | Sep 2020 - Nov 2022 | 2 |
| Wells Fargo Advisors Financial Network, LLC | Portland, OR | Apr 2015 - Sep 2020 | 5 |
| Morgan Stanley Smith Barney LLC | Lake Oswego, OR | Aug 2014 - Apr 2015 | < 1 |
| Unemployed | Boise, ID | Jun 2014 - Jul 2014 | < 1 |
| Boise State University | Boise, ID | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- OR
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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