Jim Elder, financial advisor Montrose CO

Jim Elder

CRD Number: 2417388
Current Firm: Elderado Financial, Inc.

Jim Elder (CRD# 2417388) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Elderado Financial, Inc. Montrose, CO Dec 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Jim M. Elder
Phone Number: 970-249-9900
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $182,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, GA, IL, TX

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