Max S Jelle
Investment adviser representative at Salus Financial Advisors
14 yearsExperience
1 stateRegistered in
$262.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Salus Financial Advisors, LLCApr 2024 to now
- Corepath Wealth Partners LLCJan 2022 to Mar 2024
- US Air ForceApr 2012 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Salus Financial Advisors
Legal name: Salus Financial Advisors, LLC
$262.6MAssets managed
365Clients
5Advisers
2 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
- 7807991
- Firm CRD
- 329882