James Elios Email & Phone Number

Founder and CEO @ Elios Financial Group, Inc.

5 free lookup(s).

James Elios Location

Westlake, OH, US

James Elios Work

1998 - now Founder and CEO @ Elios Financial Group, Inc.
1998 - 2018 Registered Principal @ LPL Financial
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1996 - 1998 Financial Planner @ Lincoln Financial Network
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1988 - 1992 Retail Banker @ National City Bank
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James Elios Education

The American College
CHFC©, CLU© (Advanced Financial Planning)
2000 - 2010
Baldwin Wallace University
MBA (Managment)
1989 - 1991
Bowling Green State University
BSBA (Marketing and Finance)
1984 - 1988

The American College of Financial Services
Chartered financial Consultant and Chartered life Underwriter (Advanaced Financial Planning)
2010

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James Elios Skills

Retirement Planning
Wealth Management
Financial Advisory

Investments
Portfolio Management
Strategic Financial Planning
Series 24
Retirement
Investment Advisory
Variable Annuities

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James Elios Summary

James Elios, based in Westlake, OH, US, is currently a Founder and CEO at Elios Financial Group, Inc.. James Elios brings experience from previous roles at LPL Financial, Lincoln Financial Network and National City Bank. James Elios holds a 2000 - 2010 CHFC©, CLU© in Advanced Financial Planning @ The American College. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Advisory, Investments, Portfolio Management and more. James Elios has 2 emails and 1 mobile phone numbers on RocketReach.

James Elios Emails

Found 2 emails

James Elios Phone Numbers

Found 3 phone numbers

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Others Named James Elios

James Elios

Founder and CEO at Elios Financial Group, Inc.

Westlake, OH, US
2
- eliosfinancial.com
- verizon.net
3
- +1 781-640-XXXX
- +1 781-640-XXXX
- +1 440-617-XXXX

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Top Elios Financial Group, Inc. Employees

James Elios

Founder and CEO at Elios Financial Group, Inc.

Westlake, OH, US
2
- eliosfinancial.com
- verizon.net
3
- +1 781-640-XXXX
- +1 781-640-XXXX
- +1 440-617-XXXX
Amanda Mahoney

Administrative Assistant and Client Services at Elios Financial Group, Inc.

Bay Village, OH, US
2
- gmail.com
- eliosfinancial.com
1
- +1 805-551-XXXX

View Similar Profiles

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