John Thomas Elmes

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 10/2016
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 11/2016 → Present
  Pathstone Federal Street
  Potomac, MD

Previous Registrations

• 2015-06-26 → 2016-10-31
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 2003-11-12 → 2013-01-18
  Gfo Advisory Services, Llc
  Greenwich, CT
  Chevy Chase, MD
• 2001-03-16 → 2002-11-21
  Deutsche Bank Securities Inc.
  Baltimore, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-27
• S65 Uniform Investment Adviser Law Examination
  1993-04-20

Designations

• Chartered Financial Analyst