Welcome: Before the opening bell, the evening news, or a client's call, I strive to have a well-thought-out plan of action. Whether it is planning for a marriage, home purchase, the start of a family, college, retirement, or leaving a proud legacy, my goal is to help my clients stay in front of life's important events and transitions. I believe I can be a wealth of knowledge at a moment's notice.
When the market moves up and down, I seek to invest with a clear, illustrated strategy. When my clients' lives inevitably change, I believe they should be prepared and well positioned, and I am ready to work for them as their financial advisor. Who is Jeffrey P. Elman: Jeff has been in the financial services industry since 1985. He has worked for Merrill Lynch and Smith Barney. Jeff started his career as a Corporate Trust Administrator at Bank One Trust Company in Columbus, Ohio. Jeff is a native of Canton, Ohio, and graduated with a degree in Accounting from The Ohio State University in 1984. Licenses: Jeff holds FINRA registrations Series 7 and 63. After hours by appointment only. CA Insurance Lic. #4136461
/*********/
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
