Elijah SouzaCRD Number: 5553426
Current Firm: Gerber Kawasaki Wealth & Investment Management
Elijah Souza (CRD# 5553426) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 8 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Lpl Financial||Santa Monica, CA||Oct 2012 - Current||4|
|Gerber Kawasaki, Inc.||Santa Monica, CA||Sep 2010 - Current||6|
|Sagepoint Financial||Santa Monica, CA||Sep 2010 - Oct 2012||2|
|Kurtzman Carson Consultants||Los Angeles, CA||Jun 2009 - Sep 2010||1|
|Unemployed||Venice, CA||Feb 2009 - Jun 2009||< 1|
|Ameriprise Financial Services Inc.||Los Angeles, CA||Jun 2008 - Jan 2009||< 1|
|Loyola Mary Mount University||Los Angeles, CA||Sep 2004 - May 2008||3|
|Loyola Marymount University||Los Angeles, CA||Aug 2004 - May 2008||3|
|Clark County Da's Office||Las Vegas, NV||May 2007 - Aug 2007||< 1|
|W2w Sports||London,||Feb 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management301MILLIONS
Total Number of Accounts1,928ACCOUNTS
Average Account Value$155,955
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NY, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.