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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2020-09-15 |
Branch Locations
Austin, TX • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-04 |
Branch Locations
5900 Balcones Drive Suite 4040, Austin, TX 78731 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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