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Current Employers
Elgon Financial Advisors

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-19
TX RA APPROVED 2020-09-15
  • CA RA
    APPROVED
    Since 2024-09-19
  • TX RA
    APPROVED
    Since 2020-09-15

Branch Locations

Austin, TX • United States

Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-04
  • TX RA
    APPROVED
    Since 2021-05-04

Branch Locations

5900 Balcones Drive Suite 4040, Austin, TX 78731 • United States

Sarasota, FL • 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
Staples Framingham MA 03/2016 02/2018
Bryant University Waltham MA 03/2018 12/2018
Unemployed Austin TX 01/2019 04/2019
Northwestern Mutual Edina MN 05/2019 06/2020
Elgon Financial Advisors Llc Austin TX 07/2020 Present
Blend Financial, Inc. Dba Origin Financial Austin TX 05/2021 Present
  • 03/2016 → 02/2018
    Staples
    Framingham, MA
  • 03/2018 → 12/2018
    Bryant University
    Waltham, MA
  • 01/2019 → 04/2019
    Unemployed
    Austin, TX
  • 05/2019 → 06/2020
    Northwestern Mutual
    Edina, MN
  • 07/2020 → Present
    Elgon Financial Advisors Llc
    Austin, TX
  • 05/2021 → Present
    Blend Financial, Inc. Dba Origin Financial
    Austin, TX
Other Businesses

Jane Mepham is contracted out as a financial planner for Blend Financial, Inc. dba Origin Financial ("Origin Financial"). There is no relationship that exists between EFA and Origin Financial. This arrangement may present a material conflict of interest because she might be incentivized to refer Origin's clients to EFA's service. Though this is highly unlikely, EFA will address this conflict of interest by conducting proper due diligence on any prospective clients, and will only accept clients if EFA's service are truly suitable to the client's needs. Jane Mepham does contract work as a public speaker for speaking engagement or financial coaching-related workshops. Jane does not provide individualized investment advice as part of this activity. This activity accounts for 5% of Jane Mepham's time. This outside business activity does not affect clients of Elgon Financial Advisors.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-21
  • S65 Uniform Investment Adviser Law Examination
    2018-12-21
Designations
Other Names
  • Jane R Wamukui
  • Jane R Mepham

View on SEC IAPD

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