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Billy Elmer

Advisor at J.P. Morgan Securities — Chino Valley, AZ

Updated today

Credentials

Series 66, Series 63

Experience

12 years

Location

Chino Valley, AZ 86323

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,620 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Billy Elmer is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked within various J.P. Morgan entities since 2013. Outside of his advisory role, he is a partner and account signer for High Desert Nursing LLC, a medical services business operated by his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling and centralized due diligence with an ESG framework in its recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Chino Valley, AZ

31 Butterfield Road

Chino Valley AZ 86323

Advisors at this office

1

Most active in

Arizona · Texas

Work history

12 years of industry experience

JP Morgan Chase Bank NA

2023 - Present • 3 years

Chino Valley, AZ

JP Morgan Securities LLC

2023 - Present • 3 years

Chino Valley, AZ

JP MORGAN CHASE BANK

2015 - 2023 • 8 years

Sedona, AZ

JP Morgan Securities LLc

2013 - 2023 • 10 years

Sedona, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott L

Series 63, Series 65, Series 7, RICP®

Prescott, AZ

Thrivent Investment Management

Scott Lang operates his practice, Evimeria Financial Group, at his main office in Prescott, AZ. His team also services clients in various states across the United States from Florida to Washington. He is an advisor associated with Thrivent Investment Management and holds Series 7, 63 and 65 licenses. He holds the industry professional designation of RICP® (Retirement Income Certified Professional). Evimeria Financial Group was formed in 2016. The two primary services provided at Evimeria Financial Group are Wealth Management and Financial Planning. He provides services to high net worth individuals and families. They also provide services to business owners and nonprofit organizations. Through their financial planning services, they deliver written recommendations on a variety of topics including retirement, asset allocation, tax efficient strategies, philanthropy, and estate planning. Evimeria Financial Group provides the opportunity to integrate planning with managed-account services (proprietary diversified investment portfolios) along with other needs based offerings to fulfill the scope of Wealth Management and Financial Planning services. Scott utilizes the support of various experienced industry professionals including but not limited to; fund managers, portfolio managers, chartered financial analysts, certified financial planners (CFP®), paraplanners, and the advanced planning and advice team.

Wealth management Retirement income strategy Social Security optimization Roth conversion strategy Active portfolio management Financial Professional Established Professionals Approaching retirement Retired
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Brian S

Series 66

Prescott, AZ

The Money and Values Group

Brian Scott is a financial advisor with The Money and Values Group in Prescott, AZ, holding a Series 66 credential and having 10 years of industry experience. He has worked at firms including Edward Jones and Kestra Advisory Services. Scott participates in a financial advising referral program with Dave Ramsey SmartVestor. The Money and Values Group provides discretionary portfolio management and financial planning primarily for individual clients. The firm combines individualized portfolio management with financial planning, public educational seminars, and the ability to appoint other advisors to manage client accounts, employing fundamental analysis and third-party model portfolios to tailor strategies to client goals.

General retirement planning Income planning Wealth management Life insurance needs analysis Founder/Business Owner
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Irvin B

Series 63, Series 66

Prescott Valley, AZ

New Life Financial LLC

Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.

Active portfolio management Annuities
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Kimberly H

Series 63, Series 65

Prescott Valley, AZ

New Life Financial LLC

Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at New Life Financial since 2012 and is also an independent travel agent for Sisters Building Dreams, a separate business she has been involved with since the same year. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm employs a tactical allocation approach using fundamental analysis and executes portfolio actions only with client approval.

Active portfolio management Annuities
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Christopher W

Series 63, Series 65

Prescott, AZ

Wright Wealth Management Group

Christopher Wright is the principal advisor at Wright Wealth Management Group in Prescott, AZ, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta Equities, Inc. and Center Street Securities. Outside of financial advising, Wright provides outdoor education to family, friends, and youth groups through his business, Longrange Outdoors LLC. Wright Wealth Management Group offers investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plans. The firm focuses on educating clients and referring them to third-party investment advisors for discretionary portfolio management, using various analytical methods to evaluate suitability without accepting discretionary trading authority or custody of client assets.

General retirement planning
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David L

Series 65

Prescott Valley, AZ

Advisory Alpha, LLC

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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