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Eliza Cody Jeffereis

Investment adviser representative at Promethium
11 yearsExperience
2 statesRegistered in
$235.3MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. PromethiumAug 2024 to now
  2. GwuAug 2018 to May 2020
  3. Deca Inc.Jul 2018 to Aug 2024
  4. Uc Leuven-limburgSep 2017 to Apr 2018
  5. Noble Americas CorpAug 2015 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (MD, VA).

Promethium

Legal name: Promethium Advisors, LLC

$235.3MAssets managed
287Clients
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
7996275
Firm CRD
329565
Advisor's SEC record (opens in a new tab)
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