Jeffery Joyce, financial advisor Indianapolis IN

Jeffery Joyce

CRD Number: 6140173
Current Firm: Elements Financial Services, LLC

Jeffery Joyce (CRD# 6140173) is an Investment Advisor Representative working at Elements Financial Services, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Elements Financial Services LLC Indianapolis, IN Mar 2018 - Current 1
Elements Financial Federal Credit Union Indianapolis, IN Aug 2017 - Current 2
Cross Financial Services Franklin, IN Sep 2012 - Current 7
Heartland Community Bank Franklin, IN Jun 1997 - Sep 2012 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jeffery D. Joyce
Phone Number: (317)-957-7465
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $19,683,935
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IN

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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