Jared Elson has been CEO of Authentikos Wealth Advisory since November 2016, is a control person of the firm and directly owns 75% or more of it.
Authentikos Wealth Advisory LLC is a New Braunfels, TX firm with $184M under management, 432 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Jared Elson is CEO of Authentikos Advisory, based in Morgan Hill, California. He has worked with many people on the issues surrounding modern retirement. Elson is local Chapter President for the American Financial Education Alliance (AFEA).
Jared Elson’s longest registration is the current one, 9 years at Authentikos Wealth Advisory since 2017. Before joining Authentikos Wealth Advisory in 2017, Jared Elson was registered through Global Financial Private Capital, LLC.
- – present · 9 yearsNew Braunfels, TX · Adviser representative · Firm CRD 286646
- Global Financial Private Capital, LLC– · 7 yearsMorgan Hill, CA · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Jared Elson is registered as an investment adviser representative in 2 states. The first approvals date from May 2017; the most recent is Texas, in July 2026.
- CaliforniaSince 9 May 2017
- TexasSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jared M Elson
- CRD
- 5785661
- Firm
- Authentikos Wealth Advisory · CRD 286646
- Role
- CEO
- Office
- 1067 FM 306, STE 202, New Braunfels, TX 78130
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- authentikos.com
Where does Jared Elson work?
Jared Elson has been CEO of Authentikos Wealth Advisory LLC since November 2016, and is a control person of the firm.
Is Jared Elson a financial advisor?
Yes. Jared Elson has a current investment-adviser registration in California and Texas, through Authentikos Wealth Advisory since May 2017.
How many years of experience does Jared Elson have?
Jared Elson has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Jared Elson passed?
Jared Elson passed the Series 65 in May 2010.
Where is Jared Elson based?
Jared Elson’s registered office is in New Braunfels, TX.
Is Jared Elson registered with FINRA?
No. Jared Elson has no current broker registration.
How can I verify Jared Elson’s record?
Search CRD 5785661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Elson’s full registration record.