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    Paladin Research Report For:

    James Elios

    Elios Financial Group, Inc.

    AIF®ChFC®CLU®
    30700 Center Ridge Road
    Westlake, OH 44145
    440-617-9100
    Visit Website
    http://www.eliosfinancial.com

    About James Elios

    He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities.

    He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000.

    Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China.

    Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

    See Disclosures

    General Information

    Firm Start Year
    • 1996
    No. of Employees
    • 5-9
    CRD#
    • 2681022
    Firm CRD#
    • 119873
    Name of Broker/Dealer
    • Private Client Services, Inc.
    Name of Custodial Firm
    • Charles Schwab, Fidelity
    States Licensed in
    • OH, CA, FL, IL, IN, NC, NJ, NY, TX, WV
    Years of Experience in Financial Services
    • 30
    Number of Years with Current Firm
    • 25
    Work Experience
    • Elios Financial Group, Inc. - Nov. 1998- Present LPL Financial 1998- Present Lincoln Financial Advisors - 1996-1998 Minnesota Mutual = 1991-1995 National City Bank 1988-1991
    Work with the following types of clients
    • Individual Investors
    Advisory Services Provided
    • Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CLU®, ChFC®, AIF®
    Securities Licenses
    • Series 7, Series 24, Series 63, Series 65
    Insurance and Annuity Licenses
    • Annuity, Health, Life, Variable Life, Long Term Care, Variable Annuity
    Financial Organization Memberships
    • Society of Financial Services Professionals

    Firm Information

    Firm's Number of Clients
    • 250
    Firm's Number of Planning Clients
    • 200
    Firm's Number of Managed Clients
    • 200
    Assets Managed by Firm
    • 250,000,000
    Advisor's Number of Clients
    • 125
    Advisor's Number of Managed Clients
    • 125
    Advisor's Number of Planning Clients
    • 125
    Assets Managed by Advisor
    • 250,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Only
    Minimum Portfolio Size for New Managed Accounts
    • 500,000
    Compensation Methods
    • Based on Assets, Hourly, Flat Fee
    Fee % Based on Assets
    • 1%
    Hourly Rate
    • 250
    Flat Fee Rate
    • $200
    Additional Details on Charges
    • Complimentary Second Opinion on your Investments and Taxes.

    Education

    BSBA -

    Bowling Green State University
    August 1984 -May 1988

    MBA -

    Baldwin Wallace University
    September 1989 -September 1991

    MBA -

    Baldwin Wallace University
    -

    BSBA Finance and Marketing -

    Bowling Green State University
    -

    Advanced Personal Finance -

    American College
    -

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    http://www.eliosfinancial.com/

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1886553/paladinregistry-Elios-Financial-Group,-Inc.-detailed-disclosure.html

    Disclaimer

    Advisory services offered through Elios Financial Group Inc. A Securities Exchange Commission Registered Investment Advisor (RIA). Securities offered through Private Client Services, member FINRA/SIPC. Elios Financial Group, Inc. and Private Client Services are unaffiliated entities.

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