AmyJo McElfresh has been an investment adviser representative at Amphora Wealth Management since February 2018, and is not listed among the firm’s executive officers or direct owners.
Amphora Wealth Management, LLC is a Chapel Hill, NC firm with $196M under management, 103 clients and 3 advisers across 2 offices, as of its March 2026 filing.
AmyJo McElfresh’s longest registration is the current one, 8 years at Amphora Wealth Management since 2018. Before joining Amphora Wealth Management in 2018, AmyJo McElfresh was registered through Guardian Pointe Private Wealth Management, LLC.
- – present · 8 yearsChapel Hill, NC · Adviser representative · Firm CRD 157968
- Guardian Pointe Private Wealth Management, LLC– · under a yearChapel Hill, NC · Adviser representative · Firm CRD 284460
Investment adviser representative registrations
AmyJo McElfresh is registered as an investment adviser representative in North Carolina, since February 2018.
- North CarolinaSince 4 February 2018
Examinations
No examinations are on AmyJo McElfresh’s record.
- Full name
- AmyJo Young McElfresh
- CRD
- 6886322
- Firm
- Amphora Wealth Management · CRD 157968
- Office
- 100 EUROPA DRIVE, SUITE 431, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does AmyJo McElfresh work?
AmyJo McElfresh is an investment adviser representative registered through Amphora Wealth Management, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is AmyJo McElfresh a financial advisor?
Yes. AmyJo McElfresh has a current investment-adviser registration in North Carolina, through Amphora Wealth Management since February 2018.
How many years of experience does AmyJo McElfresh have?
AmyJo McElfresh has 8 years in the financial industry, since November 2017, across 2 adviser firms.
Where did AmyJo McElfresh work before Amphora Wealth Management?
Before Amphora Wealth Management, AmyJo McElfresh was registered through Guardian Pointe Private Wealth Management, LLC, November 2017 to February 2018.
Where is AmyJo McElfresh based?
AmyJo McElfresh’s registered office is in Chapel Hill, NC.
Is AmyJo McElfresh registered with FINRA?
No. AmyJo McElfresh has no current broker registration.
How can I verify AmyJo McElfresh’s record?
Search CRD 6886322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes AmyJo McElfresh’s full registration record.