Jeffrey Scott Elvander
Investment adviser representative at Flexpath Strategies
21 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
21 years in the industry.
- Flexpath StrategiesJun 2015 to now
- Retirement Planning Advisory GroupJan 2005 to now
- Kestra Investment Services, LLCAug 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Flexpath Strategies
Legal name: Flexpath Strategies LLC
$2.9BAssets managed
741Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4898447
- Firm CRD
- 174306