Jeffrey P. Elman
Senior Vice President/Investments
Portfolio Manager - Solutions Program

(858) 523-1280 | (216) 593-7305

You deserve an experienced and skilled financial advisor that can adapt to the ever-changing markets and guide you through life’s complex financial universe.  I provide customized services built around every facet of your unique financial situation.  A client-first philosophy drives every recommendation I make, and I am empowered to help you, your family, and your business for the long term.