Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Jane Ruguru Mepham
Location
5900 Balcones Drive, Suite 4040, Austin, TX, 78731
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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 Activities
Jane is contracted as a financial planner for Origin Financial and works as a public speaker for financial coaching workshops. The public speaking engagements account for minimal time and do not affect clients of Elgon Financial Advisors.
Employment History
Current Registrations
Origin Investment Advisory LLC
May 2021 - Present · 4 yrs 9 mos
Elgon Financial Advisors
September 2020 - Present · 5 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Personal finances can be very challenging especially when everything sounds so foreign, and the cultural practices are different from what you are used to. But don't let this stop you from seeking out help.
Contact
Jane Ruguru Mepham