Jeffrey Scott Elvander

Employer firm

Flexpath Strategies CRD 174306

$2.91B regulatory AUM

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• 3(38) ADVISOR TO RETIREMENT PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Retirement Planning Advisory Group
  Aliso Viejo, CA
• 08/2014 → 02/2017
  Kestra Investment Services, Llc
  Aliso Viejo, CA
• 06/2015 → Present
  Flexpath Strategies
  Aliso Viejo, CA

Previous Registrations

• 2006-01-03 → 2023-07-18
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
  Aliso Viejo, CA

Other Businesses

BUSINESS NAME: Retirement Planning Advisory Group (RPAG) Investment Related: Yes Address: 120 Vantis, Aliso Viejo, CA 92656 Nature of Business: Retirement Consulting; Position, Title or Relationship: CIO Start Date: 1/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: lead investment practice

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-07

Designations

• Chartered Financial Analyst

Other Names

• Jeff Elvander
• Jeffrey S. Elvander