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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Elmes is a financial advisor with over 20 years of experience in the industry. John is currently registered with Pathstone as an Investment Advisor Representative. John specializes in providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, businesses, and institutions. John is also a Chartered Financial Analyst. John has previously worked for J.P. MORGAN SECURITIES LLC and DEUTSCHE BANK SECURITIES INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
11/02/2016 - Present
Pathstone (ENGLEWOOD NJ)
DC
07/18/2013 - 02/12/2015
J.P. MORGAN SECURITIES LLC (WASHINGTON DC)
NY
03/01/2001 - 11/21/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
02/05/1992 - 09/13/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 08/27/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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