Sanggi (David) Jeon

Employer firm

Elm Capital Management LLC CRD 294012

$133M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2020 → Present
  Elm Capital Management Llc
  Pittsburgh, PA
• 11/2015 → Present
  Eastern Financial Group, Inc Dba Elder Law Management
  Pittsburgh, PA

Previous Registrations

• 2022-03-09 → 2023-02-07
  Elder Law Management, Elder Law Planning Services
  Pittsburgh, PA

Other Businesses

(1) 1/2020 Elm Capital Management LLC; Investment Related; Vice President/IAR; 309 Smithfield, Pittsburgh, PA 15222; 120hrs per hour/month; 65hrs during trading hours; Duties: Execute the Compliance Duties, Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio (2) 11/2015 Eastern Financial Group, Inc. DBA Elder Law Management; Investment Related; 11/2015 Account Management/Accounting/Tax Preparer 3/2020 CCO (Chief Compliance Officer) / IAR ; 309 Smithfield, Pittsburgh, PA 15222; 165hrs per hour/month; 65hrs during trading hours; Duties: Execute the Compliance Duties, Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-28

Other Names

• Sanggi Jeon