Jim Elder Email & Phone Number
Fiduciary financial advisor @ Elderado Financial
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Jim Elder Location
- Montrose, CO, US
Jim Elder Work
- Fiduciary financial advisor @ (June 1998 - Present)
- Chief Financial Officer @ (June 1998 - August 2026)
- Financial Advisor @ Allmerica Financial (January 1993 - January 1998)
- Owner @ Colorado Solar Design (May 1981 - September 1993)
Jim Elder Education
- Colorado State University 1978-1981
Jim Elder Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Fixed Annuities
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Personal Finance
- Physicians
- Portfolio Management
- Private Equity
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Trusts
- Wealth
- Wealth Management
- Marketing
- Microsoft Excel
- Financial Reporting
- Project Management
- Strategy
- Supply Chain Management
Jim Elder Summary
- Jim Elder, based in Montrose, CO, US, is currently a Fiduciary financial advisor at Elderado Financial. Jim Elder brings experience from previous roles at Elderado Financial, Allmerica Financial and Colorado Solar Design. Jim Elder holds a 1978 - 1981 Colorado State University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities and more. Jim Elder has 1 emails and 1 mobile phone numbers on RocketReach.
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