PE
PE

Presley Elletson

2 Years of Experience
Fairfield, CT
Broker

Presley Elletson is a registered investment advisor at Jefferies Investment Advisers LLC, based in Fairfield, CT, with 2 years of industry experience. Presley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

Fairfield, CT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jefferies LLC
February 2025 - Present · 1 yr 3 mos
Jefferies Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Jefferies LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
UBS Financial Services INC.
March 2024 - February 2025 · 11 mos
UBS Financial Services INC.Broker
July 2023 - February 2025 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.