James Elios

from Elios Financial Group, Inc.
SEC regulated
Regulated Investment Advisor
James Elios is a financial advisor based in Ohio, Westlake, with 29 years of experience. James currently works for Elios Financial Group, Inc.. James maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Elios works at Elios Financial Group, Inc.
Elios Financial Group, Inc. is a financial advisory firm based in Westlake, Ohio. It currently has approximately $191,391,000 of assets under management and employs about 4 people. Elios Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
28 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees and commissions
Office location
30700 Center Ridge Road, Suite A, Westlake, Ohio, 44145

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