ES
CFP
ES
CFP

Elijah Jerome Souza

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
11,030 clients
Average Client Portfolio
$289K average
Assets Under Management
$3.2B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2716 Ocean Park Blvd, #2020-2022, Santa Monica, CA, 90405

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Elijah has an ownership stake in Gerber Kawasaki Insurance Services since 2012 and sells non-variable insurance through them. He also refers clients to GK Tax and Accounting, acting as a liaison and providing financial planning advice, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
October 2012 - July 2021 · 8 yrs 9 mos
Sagepoint Financial, INC.Broker
September 2010 - October 2012 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
October 2008 - January 2009 · 3 mos
Ameriprise Financial Services, INC.Broker
September 2008 - January 2009 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elijah Jerome Souza - Financial Advisor | TrueAdvisor