Jackson - Wealth Management

Steve M. Elefson

Financial Advisor, Managing Director

Steve’s main function is using his financial planning and investment experience to develop comprehensive and sound strategies to help his diverse client base achieve their financial goals. Additionally he has oversight of the Jackson, MO office.

Experience:

  • Edward Jones. Responsible for opening Jackson, MO office.
  • Raymond James Financial Services. Financial Advisor.
  • Raymond James & Associates. First Vice President, Presidents Council Member.
  • Viking Wealth Management. Founding Member and Financial Advisor

Education/Certifications:

  • Truman State University, B.S. Accounting

Contact

Check the background of this investment professional on FINRA’s BrokerCheck