CEO · Authentikos Wealth Advisory LLC
Jared M Elson
CRD 5785661 · Named on Form ADV at one SEC-registered adviser
At a glance
Authentikos Wealth Advisory LLC, an SEC-registered wealth manager based in New Braunfels, TX with $184 million in regulatory assets, lists Jared M Elson on its Form ADV as CEO, a control person.
Firms and roles
- Authentikos Wealth Advisory LLCCEOWealth manager · New Braunfels, TX · $184M in regulatory assets
AtlasMembers
Jared’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas D. KerneyChief Compliance Officer, Authentikos Wealth Advisory LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.