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James Elios

James Elios
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ABOUT
James T. Elios, MBA, ChFC®, CLU®

Jim Elios is president of Elios Financial Group and local branch manager and Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation. As an independent financial advisor, Jim specializes in comprehensive financial planning, retirement, and investment management.

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration with a concentration in marketing and finance. He obtained his Masters of Business Administration (MBA) in 1991 from Baldwin Wallace College. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American ...More
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  • Description: Independent financial planner/advisor. Trading frequency: Monthly
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long
COMPANY
Elios Financial Group, Inc. Jim Elios is president of Elios Financial Group and local branch manager and Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation. As an independent financial advisor, Jim specializes in comprehensive financial planning, retirement, and investment management.
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