Jared Elson
Jared Elson is a registered investment advisor at Authentikos Wealth Advisory LLC, based in Morgan Hill, CA, with 15 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 411 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Authentikos Wealth Advisory offers investment management services through two programs:
- Authentikos Managed Account: Fees are negotiated and will not exceed 2.5% annually.
- AE Wealth Model Portfolio Program: This is a wrap fee program where fees will not exceed 2.9% annually. This fee covers all transaction costs. A portion of the fee is shared with third-party investment advisors and service providers.
Fees are payable monthly, in arrears, based on the value of assets under management or the average daily balance, depending on the program chosen.
Location
1295 East Dunne Avenue, Suite 215, Morgan Hill, CA, 95037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is an agent/owner of Authentikos Financial & Insurance Services, LLC, handling life insurance, annuities, and long-term care insurance, dedicating about 65 hours per month. He also owns Action Today, LLC, which covers marketing expenses for his other businesses, requiring minimal time.
Employment History
Current Registrations
Authentikos Wealth Advisory LLC
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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