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Jeffrey Paul Elliott

Jeff Elliott, Cfp®

The Hills, TX

CRD 6124092

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Employer firm

Jeff Elliott, Cfp® CRD 172781

$22.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Jeff Elliott, Cfp®

The Hills, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-14
UT RA APPROVED 2014-09-23
  • TX RA
    APPROVED
    Since 2023-04-14
  • UT RA
    APPROVED
    Since 2014-09-23

Branch Locations

The Hills, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Financial Planning Llc Dba Jeff Elliott, Cfp® The Hills TX 09/2014 Present
Skywest Airlines Salt Lake City UT 06/2018 06/2021
  • 09/2014 → Present
    Legacy Financial Planning Llc Dba Jeff Elliott, Cfp®
    The Hills, TX
  • 06/2018 → 06/2021
    Skywest Airlines
    Salt Lake City, UT
Previous Registrations
  • 2014-03-18 → 2014-09-10
    Diversify Wealth Management, Inc.
    South Jordan, UT
  • 2013-05-23 → 2014-03-17
    Diversify Wealth Management Llc
    Orem, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-23
S65 Uniform Investment Adviser Law Examination 2012-05-08
  • S63 Uniform Securities Agent State Law Examination
    2012-10-23
  • S65 Uniform Investment Adviser Law Examination
    2012-05-08
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey Elliott
  • Jeffrey P Elliott
  • Jeff Elliott

View on SEC IAPD

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